Equity Sales, Sales

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

Job summary

CLSA in Hong Kong seeks an experienced Institutional Equity sales professional to deepen client relationships and win new accounts, delivering tailored solutions across cross-asset products.

You will manage advisory coverage for institutional clients, including roadshows, tours and webinars, while coordinating with product teams to raise requests and enhance client service. Fluency in English and Mandarin is required.

Qualifications

• Bachelor's degree in Finance or related discipline.
• 5-10 years of Institutional Equity sales/Prime brokerage sales experience.
• Strong client development skills; existing client resources preferred.

Responsibilities

• Deepen relationships with existing clients and develop new accounts.
• Follow up on account openings, address client requests and daily operations.
• Conduct advisory coverage for institutional clients including roadshows and webinars.
• Provide tailored solutions using cross-asset products.
• Engage in business development and raise requests to product team.
• Maintain high integrity and compliance, willing to learn and grow.
• Contribute to brand and product awareness and market share growth.
• Manage ad-hoc projects as needed.

Skills

Client development

Institutional equity sales

Cross-asset knowledge

Multilingual English/Mandarin

Regulatory compliance

Education

Bachelor's degree in Finance or related field

Job description

• Responsible for deepening existing client relationship, as well as developing new clients and bring incremental revenue to the platform
• Follow up new account opening process, address client requests and inquiries, manage daily operational tasks, and ensure timely execution of all activities.
• Attend morning meetings and conduct daily advisory coverage for institutional clients including roadshows, tours and webinars
• Have a comprehensive understanding of various cross assets products offered by the company and be able to provide tailored solutions based on the specific needs of clients.
• Engage in internal and external business development activities, identify innovative and trending financial products, and raise requests to the product team.
• Demonstrate strong integrity, a sense of compliance, and a willingness to learn and grow
• Contribute to increasing the company’s brand and product awareness among various clients, as well as expanding market share and penetration
• Manage ad-hoc projects as needed.

Requirements

• Bachelor's degree above in Finance or related discipline
• 5-10 years of Institutional Equity sales/Prime brokerage sales experience
• Strong client development skills. Candidates with existing client resources, especially international LO & HF, are preferred.
• Idea & content driven sales are preferred.
• Experienced in global account management are preferred
• Excellent attention to detail and exceptional communication skills.
• Ability to multitask and adapt to various requests and deadlines.
• Proficient in both spoken and written English and Mandarin.
• University degree holder preferably in Business Administration, Banking, Finance, Accounting, Engineering or a related field
• SFC licensed with Type 1, knowledgeable about local regulatory and compliance requirements.