Position Description
This position is to support the Sales Trading & Dealing team in business relationship development and responsible for maximizing revenues from Clients & Professional Investors. The overall objective is to drive revenue and to optimize profitability and resource utilization.
Key Areas of Responsibilities
- Execute equity orders in various markets for professional clients in all covered markets
- Maintaining close business relationships and developing new accounts to achieve maximum revenue
- Handle client’s requests / enquiries and provide them with information on market movements
- Liaise with dealers/ dealing team to perform trade execution for clients
- Analyze market information and trends to identify optimal trading opportunities
- Identify issues affecting clients’ investment decisions
- Develop and maintain good relationship with the clients and present trading ideas to clients
- Collect clients’ information and feedback to central clients’ database
- Follow up client account/ sub-account opening documents requirement
- Involve a role in Ad hoc Projects and system enhancement
Requirements
- Postgraduate degree holder in related discipline
- SFC licensed person with Type 1 and 2 and familiar with local regulatory and compliance requirements
- 5-8 years solid sales trading experience in equities and futures products
- Experience in dealing with corporates, fund/investment managers and/or hedge funds
- Familiar with OTC Bond, Funds and Structure Products trading; Virtual asset trading would be an addition
- Experience in using Bloomberg with knowledge in Algo trading, DSA trading, Excel
- Sales/ revenue result driven, able to work effectively under pressure and be a team player, client oriented and willing to work extended hours
- Honestly, independent, creative and aggressive attitude
- Good command of written and spoken English, Cantonese and Mandarin
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CITIC CLSA provides global investors and corporate executives with insights, liquidity and capital to drive their growth strategies.
Award-winning research, an extensive Asia footprint, direct links to China and highly experienced finance professionals differentiate our innovative products and services in asset management, corporate finance, equity and debt capital markets, securities and wealth management.
As part of CITIC Securities (SSE: 600030, SEHK: 6030), China’s leading investment bank, CITIC CLSA is uniquely positioned to facilitate cross-border capital flows and connect China to the world and the world to China.
CITIC CLSA operates from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit www.clsa.com.
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