CITIC CLSA

Asia-focused capital markets and investment group

Associate Director - Sales, Wealth Management

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeHong KongNo salary listedIn-person

About the Job

Requirements

A degree or above in Business, Finance, or an Engineering discipline.
Six to twelve years of relevant experience in Wealth Management Sales.
Solid investment background in Private Banking products and services, including equities, fixed income, futures, commodities, and enlisted third-party products.
An extensive client network in markets and good connections with GBA clients interested in investing in overseas financial products.
Ability to work under pressure with strong initiative and drive to succeed.
Ability to work as part of a team and attention to detail, with analytical and problem-solving capabilities.
Strong integrity, a solid compliance mindset, and willingness to learn and progress.
Excellent interpersonal skills and good command of written and spoken English and Chinese, including Putonghua.

Responsibilities

Capitalize on business opportunities from HNW clients’ investments in a wider range of financial products, including bonds, equities, securities, futures, unit trusts or mutual funds, and structured products.
Provide customer service and conduct marketing activities for clients, including account managers and direct clients.
Act as Relationship Manager to drive target business for HNW clients and professional investors, generating revenue through secondary and primary broking activities, including account opening and due diligence checks, product roadshows, project pitching, and client visits.
Maintain good relationships with existing and new HNW and corporate clients.
Provide investment product trading and dealing services, including equities, fixed income, futures, commodities, and enlisted third-party products; provide post-trade reviews and data analysis to key clients.
Participate in internal and external business development activities, discover innovative and popular financial products, and raise requests to the product team.
Support the Wealth Management team in increasing company brand and product awareness among different clients and increasing market share and penetration.
Handle ad hoc projects as required.

Desired Qualifications

Candidates with less experience may be considered for the Manager position.

Position Description

To capitalize the business opportunities from HNW clients’ investments in wider range of financial products (such as bonds, equities, securities, futures, unit trust/mutual funds, structured products, etc). Provide customer service and conduct marketing activities to clients (account managers and direct clients).

Key Areas of Responsibilities

Act as Relationship Manager to drive target business for HNW clients and professional investors in generating revenue through secondary and primary broking activities including account opening and due-diligent check, product roadshow, project pitching, clients visit
Maintain good relationship with the existing and new HNW & Corporate clients
Provide investment products’ trading and dealing services, including equities, fixed income, futures, commodities and enlisted third party products, also provide post-trade review and data analysis to key clients
Participate in internal and external business development activities, discover innovative and popular financial product and raise request to product team
Support Wealth Management team to increase company’s brand, product awareness among different clients and market share and penetration
Handle ad-hoc projects as required

Requirements

Degree or above in Business /Finance /Engineering discipline with 6-12 years of relevant experience in Wealth Management Sales
Solid investment backgrounds in Private Banking products and services including equities, fixed income, futures, commodities and enlisted third party products
Extensive client network in markets and have good connections with GBA clients who are interested in investing in overseas financial products
Customer-focused and able to work under pressure with strong initiative and drive to succeed
Team-player, detail-oriented and showcasing excellent analytical and problem-solving capabilities
Possess strong integrity with solid compliance sense and willingness to learn and progress
Excellent interpersonal skills with good command of written and spoken English and Chinese (including Putonghua).
Less experience candidate will consider offering as Manager

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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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