FICC Client Growth & Onboarding Specialist

CLSA; Hong Kong; On-site; HKD 700,000 - 900,000; Full time

Job summary

CLSA is seeking a seasoned Client Development professional in Hong Kong to advance the client onboarding pipeline across corporates and hedge funds. You will articulate investment profiling and risk assessment for product suitability while maintaining robust regulatory and internal compliance controls.

The role requires a Master’s degree in Finance or related field, at least 4 years of direct client development experience, and fluency in English and Chinese (Mandarin and Cantonese).

Qualifications

• Master’s degree or above in Finance, Management or a related discipline.
• Minimum 4 years of direct client development experience through either client acquisition or investment onboarding work.
• Fluent in English and Chinese, spoken Mandarin and Cantonese. Strong communication and interpersonal skills.

Responsibilities

• Update and maintain the client business development pipeline across key client segments ( corporates and hedge funds as focus).
• Prepare client prospecting decks to educate clients and support information, investment profiling and risk assessment for product suitability.
• Enforce strong risk management discipline by aligning with Legal and Compliance and product specialists when complex products are involved.

Skills

Client development

Risk profiling

Regulatory compliance

AML knowledge

English & Chinese (Mandarin & Canton)

Education

Master's degree in Finance or related

Job description

CLSA is seeking a seasoned Client Development professional in Hong Kong to advance the client onboarding pipeline across corporates and hedge funds. You will articulate investment profiling and risk assessment for product suitability while maintaining robust regulatory and internal compliance controls.

The role requires a Master’s degree in Finance or related field, at least 4 years of direct client development experience, and fluency in English and Chinese (Mandarin and Cantonese).