Key Areas of Responsibilities Work with sales trading team to service existing clients Proactively identify and acquire new accounts while revitalizing underperforming accounts to maximize revenue potential Conduct targeted prospecting to identify potential HT and LT clients Execute Americas HT orders (US) Monitor and service Americas LT orders (US) Develop value added, trading content for client consumption Distribute appropriate CLSA Research and Trading color to clients Collaborate with the Middle Office team to ensure timely and accurate settlement of trades, mitigating operational risks and maintaining client satisfaction. Partner with the Technology team to develop, streamline, and optimize desk workflows, boosting overall productivity and efficiency across the team Requirements Bachelor’s degree or above in finance or other related discipline Minimum 1-3 years of relevant experience on a trading desk or related field Possess a solid working knowledge of global equity markets and related financial instruments Adaptable to working in a flexible, creative, and evolving environment with minimal structure Demonstrate strong interpersonal skills, exceptional organizational abilities, and effective problem-solving capabilities Exhibit a proactive, entrepreneurial mindset, with the ability to independently identify and act on opportunities to drive revenue growth Excellent verbal, written communication and client facing skills Series 7, 63 and 57 licenses are required but those without may be considered 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. CITIC CLSA provides global investors and corporate executives with insights, liquidity and capital to drive their growth strategies. Award-winning research, an extensive Asia footprint, direct links to China and highly experienced finance professionals differentiate our innovative products and services in asset management, corporate finance, equity and debt capital markets, securities and wealth management. As part of CITIC Securities (SSE: 600030, SEHK: 6030), China’s leading investment bank, CITIC CLSA is uniquely positioned to facilitate cross-border capital flows and connect China to the world and the world to China. CITIC CLSA operates from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit http://www.clsa.com.
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Job Type
Full-time
Career Level
Entry Level
Number of Employees
501-1,000 employees