Director/Associate Director, Institutional Sales / CPM / Investment Specialist, Asset Management

CLSA; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

CLSA in Hong Kong seeks a dynamic Institutional Sales professional to lead expansion of our institutional client base across Hong Kong and international markets. The role focuses on acquiring and deepening relationships with banks, insurers, corporates, and large-scale investors, while supporting CLSA’s global growth strategy.

The senior candidate will combine strategic vision with hands-on execution to diversify revenue streams, drive cross-border business development, and deliver innovative

Qualifications

• Master's degree in finance or related fields.
• 10+ years institutional sales experience in asset management or investment services.
• Proven ability to service Hong Kong and international clients.
• Existing network across banks, insurers, corporates, or sovereign wealth funds.
• Fluency in English, Cantonese and Mandarin (written and spoken).
• Proficiency in CRM systems and Bloomberg; strong data-driven storytelling.

Responsibilities

• Design and execute a targeted sales strategy to acquire and retain institutional clients in Hong Kong and cross-border opportunities.
• Lead the promotion of the firm’s investment products, including equities, fixed income, multi-asset strategies.
• Conduct deep-dive analysis of client portfolios to align offerings with their investment objectives, regulatory constraints, and risk appetite.
• Monitor macroeconomic trends, regulatory changes, and competitor activity to identify growth opportunities.
• Develop tailored pitch books, thought leadership content, and client-specific proposals to articulate value propositions.
• Maintain CRM tracking to optimize client engagement and pipeline management.
• Partner with investment, product, and compliance teams to ensure seamless delivery of client solutions.
• Deliver regular updates to senior management on sales metrics, client feedback, and market penetration progress.

Skills

Institutional sales

Client relationship management

Strategic selling

Cross-border business development

Education

Master's degree in finance or related fields

Tools

CRM systems

Bloomberg

PowerPoint/Excel

Job description

We seek a dynamic and results-driven Institutional Sales professional to lead the expansion of our institutional client base across Hong Kong and international markets. This senior role will drive client acquisition and deepen relationships with banks, insurance companies, corporates and large-scale investors, while supporting the firm’s global growth strategy. The ideal candidate will combine strategic vision with hands-on execution to diversify revenue streams and enhance cross-border business development.

This role presents an exciting opportunity to work alongside a high-caliber team to deliver innovative cross-border investment solutions, with strong potential for long-term career development and advancement.

This position is located in Hong Kong.

Key Areas of Responsibilities

• Design and execute a targeted sales strategy to acquire and retain institutional clients, with a focus on Hong Kong local markets and cross-border opportunities (e.g., ASEAN, Middle East).
• Lead the promotion of the firm’s investment products, including equities, fixed income, multi-asset strategies.
• Conduct deep-dive analysis of client portfolios to align offerings with their investment objectives, regulatory constraints, and risk appetite.
• Monitor macroeconomic trends, regulatory changes, and competitor activity to identify growth opportunities.
• Develop tailored pitch books, thought leadership content, and client-specific proposals to articulate value propositions.
• Maintain CRM tracking to optimize client engagement and pipeline management.
• Partner with investment, product, and compliance teams to ensure seamless delivery of client solutions.
• Deliver regular updates to senior management on sales metrics, client feedback, and market penetration progress.

Requirements

• Master's degree in finance, Business, Economics or related fields.
• 10+ years of institutional sales experience in asset management, private banking, or investment services, with a proven track record in servicing Hong Kong and international clients and deep understanding of institutional investor needs.
• Existing network across banks, insurers, corporates, or sovereign wealth funds is highly advantageous.
• Strategic mindset: Ability to translate market insights into actionable business plans.
• Entrepreneurial drive to thrive in a fast-paced, growth-oriented environment.
• Exceptional communication skills with fluency in English, Cantonese and Mandarin (written and spoken).
• Proficiency in CRM systems, Bloomberg, and advanced PowerPoint/Excel for data-driven storytelling is preferred.
• Passion for contributing to a leading China-focused asset manager with global ambitions.