Senior Institutional Equity Sales & Client Growth

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

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.