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Published 1 week ago

Sales Trader, Wealth Management

CITIC CLSA

Job Description

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

Job Particulars

Job source
eFinancialCareers
Job reference
23321155
Date published
26 Nov 2025
Job keywords
Private Banking & Wealth Management, Financial Planning
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