Sales Trader, Wealth Management

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.