Senior Associate/ AD, Equity Derivatives Sales, Equity Derivatives

CITIC CLSA; Hong Kong; On-site; HKD 1,000,000 - 1,200,000; Full time

Job summary

CITIC CLSA in Hong Kong seeks an experienced professional to focus on structured products and equity derivatives for private banking, wealth management, and EAM clients. You will bring strong product knowledge and multilingual communication skills to drive client engagement in a fast-paced environment.

The role requires 4–7 years in financial markets, excellent Cantonese, Mandarin, and English, and a proven track record covering Private Banking, Wealth Management, and EAM clients.

Qualifications

• 4–7 years of relevant experience in financial markets.
• Fluent in Cantonese, Mandarin, and English (spoken and written).
• Strong knowledge of Equity Derivatives, Swaps, Options, and Structured Products.
• Proven track record in covering Private Banking, Wealth Management, and EAM clients.

Responsibilities

• Provide ideas, advisory, and execution support for Equity Derivatives, Swaps, Options, and Structured Products.
• Maintain and expand relationships with Private Banks, Wealth Management firms, and EAM clients.
• Liaise with internal teams to deliver timely and accurate client solutions.
• Monitor market trends and identify client opportunities.
• Ensure compliance with regulations and internal policies.
• Improve the platform to enhance efficiency and client experience.
• Work on flow and non-flow product ideas for diverse clients.
• Contribute to business development and team growth.

Skills

Equity Derivatives

Structured Products

Private Banking Relationships

Wealth Management

Multilingual Communication

Job description

• Provide product ideas, advisory
• 4–7 yrs of relevant exp in financial markets
• Maintain and expand relationships

Job Description

Position Description

We are seeking an experienced and motivated professional to join our team, specializing in structured products and equity derivatives for private banking, wealth management, and external asset managers (EAM) clients. The ideal candidate will have strong product knowledge, excellent communication skills in multiple languages, and the ability to work collaboratively in a fast-paced environment.

Key Areas of Responsibilities

• Provide product ideas, advisory, and execution support for Equity Derivatives, Swaps, Options, and Structured Products.
• Maintain and expand relationships with Private Banks, Wealth Management firms, and EAM clients.
• Liaise with internal teams to deliver timely and accurate solutions for clients.
• Monitor market trends and identify opportunities aligned with client needs.
• Ensure compliance with relevant regulations and internal policies.
• Continuously improve the existing platform to enhance efficiency and client experience.
• Work on both flow and non-flow product ideas catering to diverse client requirements.
• Contribute to business development efforts and help the team to grow.

Responsibilities

• 4–7 years of relevant experience in financial markets or a related role.
• Fluent in Cantonese, Mandarin, and English (spoken and written).
• Solid understanding of Equity Derivatives, Swaps, Options, and Structured Products.
• Proven track record in covering Private Banking, Wealth Management, and EAM clients.
• Strong team player with a collaborative mindset and excellent work ethic.
• Ability to work under pressure and manage multiple tasks effectively.