Senior Institutional Sales & Cross-Border Growth Leader

CITIC Securities International Company Limited; Hong Kong; On-site; HKD 2,500,000 - 5,500,000; Full time

Job summary

CITIC Securities International Company Limited in Hong Kong seeks a senior Institutional Sales/CPM/Investment Specialist to lead expansion of the institutional client base and investment capabilities in Hong Kong and international markets.

The role focuses on acquiring clients, enhancing investment solutions, and diversifying strategies while deepening relationships with banks, insurers, corporates and large-scale investors.

Qualifications

• Master's degree in finance, business, economics or related fields.

Responsibilities

• Design and execute a targeted sales and investment strategy to acquire and retain institutional clients, with a focus on Hong Kong local markets and cross-border opportunities (e.g., ASEAN, Middle East).
• Lead the promotion of the firm’s investment products, including equities, fixed income, multi-asset strategies.
• Conduct deep-dive analysis of client portfolios to align offerings with their investment objectives, regulatory constraints, and risk appetite.
• Monitor macroeconomic trends, regulatory changes, and competitor activity to identify growth opportunities.
• Develop tailored pitch books, thought leadership content, and client-specific proposals to articulate value propositions.
• Maintain CRM tracking to optimize client engagement and pipeline management.
• Partner with investment, product, and compliance teams to ensure seamless delivery of client solutions.
• Deliver regular updates to senior management on sales and investment metrics, client feedback, and market penetration progress.

Skills

Strategic thinking

Client relationship management

Cross-border business development

Entrepreneurial drive

English communication

Education

Master's degree in Finance, Business, Economics

Tools

CRM systems

Bloomberg

PowerPoint

Excel

Job description

CITIC Securities International Company Limited in Hong Kong seeks a senior Institutional Sales/CPM/Investment Specialist to lead expansion of the institutional client base and investment capabilities in Hong Kong and international markets.

The role focuses on acquiring clients, enhancing investment solutions, and diversifying strategies while deepening relationships with banks, insurers, corporates and large-scale investors.