CITIC CLSA

Asia-focused capital markets and investment group

Signing Principal - CFCM, Investment Banking

Investment BankingConfirmed live in the last 24 hours

Full-timeHong KongNo salary listedIn-person

About the Job

Requirements

A degree in Finance or a related discipline is required.
At least 10 years of experience in investment banking and the financial industry is required.
A proven track record of executing initial public offerings and financial advisory transactions in Hong Kong is required.
In-depth knowledge of listing rules, the Takeovers Code, and relevant Hong Kong regulatory requirements is required.
The candidate must meet all regulatory criteria for carrying out securities advisory activities.
Excellent presentation and marketing skills are required.
Good written and spoken command of English and Chinese, including Putonghua, is required.

Responsibilities

Originate and execute corporate finance transactions.
Initiate marketing calls to target customers in Hong Kong, mainland China, and overseas markets.
Manage a team conducting due diligence, research, and financial analysis for corporate finance projects.
Apply knowledge of relevant rules, regulations, and policies.
Supervise the team in pitching, developing, and analyzing new business.
Maintain close networks and relationships with customers.
Serve as a member of the CF RO Committee.
Provide guidance and feedback to staff members.
Make decisions and solve problems.
Ensure compliance with legal and regulatory authorities and audit requirements.

Key Areas of Responsibilities

Originate and execute corporate finance transactions.
Initiate marketing calls to target customers in HK, PRC and overseas markets.
Manage team to perform due diligence, research and financial analysis in relation to corporate finance projects.
Familiar with the rules, regulations and the policies.
Supervise team in pitching, develop and analyze new business.
Maintain close network and relation with customers.
Act as a member of CF RO Committee.
Provide guidance and give feedback to the staff members.
Good at decision making and problem solving.
Ensure compliance with all legal and regulatory authorities and audit requirements.

Requirements

Degree holder in Finance or related discipline(s).
Minimum of 10 years’ experience in investment banking and financial industry.
Proven track record of executing IPO and financial advisory transactions in Hong Kong.
In-depth knowledge in listing rules, takeovers code and relevant HK regulatory requirements.
Attained all regulatory criteria for carrying out securities advisory activities.
Excellent presentation and marketing skills.
Good command of written and spoken English and Chinese (including Putonghua).

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About the Company

CITIC CLSA

Asia-focused capital markets and investment group

CITIC CLSA provides capital markets and investment services in Asia and beyond, supporting global institutional investors, corporations, governments, and high-net-worth individuals. The company uses its award-winning research, extensive Asia network, and direct links to China to help clients access and invest in Asian markets. Its team operates across 13 countries in Asia, Australia, Europe, and the Americas, combining local knowledge with international reach. This mix helps clients execute deals, conduct in-depth market analysis, and grow their investment portfolios through China and Asia-focused opportunities. What sets CITIC CLSA apart is its deep regional network and China connections, which contrast with broader global banks and smaller regional firms. The goal is to enable clients to grow by leveraging Asia’s markets and China’s opportunities through expert advisory, research, and execution across the globe.

Company size: 1,001-5,000
Company stage: Not listed
Total funding: $834.9M
Headquarters: Central and Western District, Hong Kong
Founded: 1986

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