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CITIC CLSA

Sales Trader, Wealth Management

LocationHong Kong
Work modeon-site
Typefull-time
Company size10,000+ people
First seen1w ago
Last seen21h ago
Position Description
About the role
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.
Responsibilities
Key Areas of Responsibilities
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Execute equity orders in various markets for professional clients in all covered markets
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Maintaining close business relationships and developing new accounts to achieve maximum revenue
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Handle client’s requests / enquiries and provide them with information on market movements
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Liaise with dealers/ dealing team to perform trade execution for clients
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Analyze market information and trends to identify optimal trading opportunities
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Identify issues affecting clients’ investment decisions
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Develop and maintain good relationship with the clients and present trading ideas to clients
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Collect clients’ information and feedback to central clients’ database
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Follow up client account/ sub-account opening documents requirement
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Involve a role in Ad hoc Projects and system enhancement
Requirements
Requirements
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Postgraduate degree holder in related discipline
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SFC licensed person with Type 1 and 2 and familiar with local regulatory and compliance requirements
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5-8 years solid sales trading experience in equities and futures products
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Experience in dealing with corporates, fund/investment managers and/or hedge funds
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Familiar with OTC Bond, Funds and Structure Products trading; Virtual asset trading would be an addition
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Experience in using Bloomberg with knowledge in Algo trading, DSA trading, Excel
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Sales/ revenue result driven, able to work effectively under pressure and be a team player, client oriented and willing to work extended hours
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Honestly, independent, creative and aggressive attitude
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Good command of written and spoken English, Cantonese and Mandarin
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