Associate Director, Institutional Equity Sales, Sales

Key Areas of Responsibilities

• Responsible for deepening existing client relationship, as well as developing new clients and bring incremental revenue to the platform
• Follow up new account opening process, address client requests and inquiries, manage daily operational tasks, and ensure timely execution of all activities.
• Attend morning meetings and conduct daily advisory coverage for institutional clients including roadshows, tours and webinars
• Have a comprehensive understanding of various cross assets products offered by the company and be able to provide tailored solutions based on the specific needs of clients.
• Engage in internal and external business development activities, identify innovative and trending financial products, and raise requests to the product team.
• Demonstrate strong integrity, a sense of compliance, and a willingness to learn and grow
• Contribute to increasing the company’s brand and product awareness among various clients, as well as expanding market share and penetration
• Manage ad-hoc projects as needed.

Requirements

• Bachelor's degree above in Finance or related discipline
• 5-10 years of Institutional Equity sales/Prime brokerage sales experience
• Strong client development skills. Candidates with existing client resources, especially international LO & HF, are preferred.
• Idea & content driven sales are preferred.
• Experienced in global account management are preferred
• Excellent attention to detail and exceptional communication skills.
• Ability to multitask and adapt to various requests and deadlines.
• Proficient in both spoken and written English and Mandarin.
• University degree holder preferably in Business Administration, Banking, Finance, Accounting, Engineering or a related field.
• SFC licensed with Type 1, knowledgeable about local regulatory and compliance requirements.

• Stay informed on CITIC CLSA Job Opportunities
• Not the right fit? You can create a job alert to receive our latest job openings that meet your interest.