- Key Areas of Responsibilities Develop and manage relationships with institutional and accredited investors, and drive the execution of key business initiatives and projects.
- Provide comprehensive risk management solutions related to global futures and options markets.
- Monitor and analyze market trends and client needs, and proactively develop innovative service models and business solutions.
- Act as the primary liaison between clients and internal stakeholders to address inquiries, resolve issues, and ensure seamless service delivery.
- Formulate and implement business development plans in alignment with departmental objectives and achieve assigned performance targets.
- Perform other duties and responsibilities as assigned by the department or management.
- Requirements Bachelor's degree or above in Finance, Economics, Marketing, or related disciplines; a Master's degree is preferred.
- At least 2 years of experience in business development, client servicing, or project execution involving institutional and accredited investors, with a good understanding of relevant regulations and industry practices.
- Strong client acquisition and relationship management skills, with excellent communication, presentation, and business development capabilities.
- Strong analytical, problem-solving, and decision-making skills, with strong teamwork abilities, a collaborative mindset, and the ability to proactively address complex issues.
- Excellent verbal and written communication skills in both English and Mandarin.
- Possess CMFAS modules RES2A(formally known as 2A), CM-SIP(formally known as 6A).
- Candidates with less relevant experience may be considered for the Sales Support position.
CITIC CLSA may collect personal data from you for purposes relating to your engagement with the Company, including human resource management and other business and internal / external compliance purposes. Any personal information and /or data collected and held by the Company may be used by the Company or transferred (whether within/ outside Hong Kong) to any other parties within the Company, subsidiaries and affiliates of the Company, internal or external service providers, or any other relevant parties including governmental or regulatory authorities, for the above purposes.
Personal information collected will be kept strictly confidential and only used for recruitment purposes. For our personal information collection statement, please visit our website at http://www.citicsf.com.hk/disclaimer.
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