Sales Trader, Wealth Management

CLSA; Hong Kong; On-site; HKD 500,000 - 800,000; Full time

Job summary

CLSA is seeking a Sales Trader to support their Sales Trading & Dealing team in Hong Kong. The position focuses on maximizing revenues from clients and professional investors, emphasizing strong relationship management and market analysis.

The successful candidate will execute equity orders, develop new accounts, and provide trading insights to clients while adhering to local regulations. Ideal candidates will have substantial trading experience and be fluent in English, Cantonese, and Mandarin.

Qualifications

• 5-8 years of solid sales trading experience in equities and futures.
• Familiar with local regulatory and compliance requirements.
• Experience in client interactions with corporates and hedge funds.

Responsibilities

• Execute equity orders for professional clients.
• Develop and maintain relationships with clients.
• Analyze market trends for trading opportunities.

Skills

Sales trading experience

Client relationship management

Market analysis

Bloomberg usage

Bilingual in English and Cantonese

Knowledge of structured products

Education

SFC license Type 1 and 2

Tools

Excel

Algo trading knowledge

Job description

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.

Key Areas of Responsibilities

• Execute equity orders in various markets for professional clients in all covered markets
• Maintaining close business relationships and developing new accounts to achieve maximum revenue
• Handle client’s requests / enquiries and provide them with information on market movements
• Liaise with dealers/ dealing team to perform trade execution for clients
• Analyze market information and trends to identify optimal trading opportunities
• Develop and maintain good relationship with the clients and present trading ideas to clients
• Collect clients’ information and feedback to central clients’ database
• Follow up client account/ sub-account opening documents requirement
• Involve a role in Ad hoc Projects and system enhancement

Requirements

• SFC licensed person with Type 1 and 2 and familiar with local regulatory and compliance requirements
• 5-8 years solid sales trading experience in equities and futures products
• Experience in dealing with corporates, fund/investment managers and/or hedge funds
• Familiar with OTC Bond, Funds and Structure Products trading; Virtual asset trading would be an addition
• Experience in using Bloomberg with knowledge in Algo trading, DSA trading, Excel
• Sales/ revenue result driven, able to work effectively under pressure and be a team player, client oriented and willing to work extended hours
• Honestly, independent, creative and aggressive attitude
• Good command of written and spoken English, Cantonese and Mandarin