Position Description
We are seeking a motivated and detail-oriented Junior Equities Derivatives Sales professional to join our sales team.
The role will focus on supporting senior sales staff in servicing clients, developing relationships, and promoting our equities derivatives products across institutional and hedge fund clients.
This is an excellent opportunity for an individual looking to build a career in financial markets, with a focus on listed and OTC equity derivatives.
Key Areas of Responsibilities
- Assist senior sales in daily client coverage, including responding to pricing requests, trade ideas, and product inquiries.
- Coordinate with trading desks to provide timely, accurate pricing across options, futures, structured products, and swaps.
- Develop understanding of client investment objectives and trading styles to identify cross-selling opportunities.
- Monitor market news, trends, and client positions to anticipate needs and highlight relevant trade opportunities.
- Prepare presentations, pitchbooks, and product materials for meetings and calls.
- Maintain and update client contact records, sales pipelines, and revenue tracking tools.
- Ensure timely follow-up on client requests and transactions, in coordination with middle office, operations, and compliance teams.
- Support capital introduction initiatives and client engagement activities, where relevant.
Requirements
- A master's degree in finance, economics, business, or a related field is typically required.
- 3-5 years of relevant experience
- Prior experience in client services, prime services, investment banking, or a related area is preferred.
- Excellent interpersonal and communication skills to effectively engage with clients and build strong relationships.
- Detail-oriented with strong organizational skills to manage multiple client accounts and tasks simultaneously.
- Problem-solving skills with the ability to analyze and resolve client issues efficiently.
- Proficiency in programming and Microsoft Office suite.
- Ability to work effectively in a fast-paced and dynamic environment, both independently and as part of a team.
CITIC CLSA provides global investors and corporate executives with insights, liquidity and capital to drive their growth strategies.
Award-winning research, an extensive Asia footprint, direct links to China and highly experienced finance professionals differentiate our innovative products and services in asset management, corporate finance, equity and debt capital markets, securities and wealth management.
As part of CITIC Securities (SSE: 600030, SEHK: 6030), China’s leading investment bank, CITIC CLSA is uniquely positioned to facilitate cross-border capital flows and connect China to the world and the world to China.
CITIC CLSA operates from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit www.clsa.com.
