Sales Trader, Wealth Management
Tools for this application (partners): Upplai (opens in new tab) (resume) · Achievable (opens in new tab) (license prep) · JobCopilot (opens in new tab) (tracking) · Huru (opens in new tab) (interview practice) · Snov.io (opens in new tab) (hiring manager's email) · Aragon AI (opens in new tab) (headshot) · Mercor (opens in new tab) (side work) what each does
The posting
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
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.
Taken from CITIC CLSA's own posting, last seen live on 13 Nov 2026.
CITIC CLSA sales openings in your inbox
We look at CITIC CLSA's careers page every 10 hours. Once a week you get its newest sales openings, plus close matches at other companies. Free, and one click stops it.
Sponsored jobs from job networks, which pay SalesJobs.Now when you click one.
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).
Selling on a store floor or in customers' homes?
Hiring managers ask us for sellers with a certain segment, territory or track record. Fill in one profile, and when a seat matches it we make the introduction, never without your yes. It costs you nothing.
