Sales Trader, Wealth Management

About the role

Citic CLSA is looking for a Sales Trader to join its Sales Trading & Dealing team. The role supports business relationship development and aims to maximize revenue from clients and professional investors while driving profitability and efficient use of resources.

Key responsibilities

• Execute equity orders across covered markets for professional clients
• Maintain close business relationships and develop new accounts to generate maximum revenue
• Handle client requests and enquiries, providing information on market movements
• Liaise with the dealing team to execute trades for clients
• Analyse market information and trends to spot optimal trading opportunities
• Identify issues affecting clients' investment decisions and present trading ideas
• Collect client information and feedback into the central client database
• Follow up on client and sub-account opening documents
• Take part in ad hoc projects and system enhancements

Required profile

• Postgraduate degree in a related discipline
• SFC licensed person with Type 1 and 2, familiar with local regulatory and compliance requirements
• 5-8 years of solid sales trading experience in equities and futures products
• Experience dealing with corporates, fund/investment managers and/or hedge funds
• Familiarity with OTC bond, funds and structure product trading; virtual asset trading is an advantage
• Results-driven, able to work under pressure, client-oriented and willing to work extended hours
• Good command of written and spoken English, Cantonese and Mandarin

Required skills

• Bloomberg
• Algo trading and DSA trading
• Excel