Associate Director, Institutional Equity Sales, Sales
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The posting
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.
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Taken from CITIC CLSA's own posting, last seen live on 13 Nov 2026.
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About CITIC CLSA
The international arm of CITIC Securities, selling Asian equity research and execution, fixed income, currencies and commodities, equity derivatives, fund administration, asset management and wealth products to institutional investors, corporates and private clients.
Pay schedule: Salaried employment with a variable component the postings leave unstated; client-facing seats require a securities licence (Series 7 with 63 or 66 in New York, SFC registration in Hong Kong).
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