Company Overview
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.
Position Description
The Relationship Manager (RM) is a key member of the team within Wealth Management, working with HNW / UHNW / Family Offices / EAM clients, leading corporates as well as institutional banks will bring you closer to success and fit within the department. You will have strong knowledge in insurance and trusts, investment (FX, equities, bonds, structured notes, options, futures, margin trading), capital markets and financing, and familiar with preparing credit proposals and on-boarding process for clients. You are a team player and possess the instinct to identify new business opportunities.
Key Areas of Responsibilities
- Maintain good relationship with the existing HNW / UHNW / Family Offices / EAM clients.
- Develop business for wealth management clients in generating revenue through secondary and primary broking activities. Scope of work includes account opening, CDD & KYC, product roadshow, project pitching, clients visit in Greater China (if necessary) as well as ad-hoc projects.
- Provide trading and dealing services, including Singapore, Hong Kong and overseas equities, fixed income, futures, commodities and 3rd party products, also provide post-trade review and data analysis to key clients.
- Participate in internal and external business development activities, discover innovative and popular financial product and raise request to product team.
- Support Wealth Management team to promote company’s professional image.
- Possess strong integrity, compliance sense, willingness to learn and progress.
- Participate internal and external business development activities.
- Support Wealth Management team to increase company’s brand, product awareness among different clients and market share and penetration.
- Assist dealing and IT department in performing relevant system testing and system rollout.
- You will be a part of a result-oriented team and enjoy strong management support from leadership and also middle / back office.
- Result-oriented with strong initiative and drive to succeed.
- Customer-focused and able to work under pressure.
- Work closely with the product specialists and investment advisors to manage and develop clients’ portfolio, and assist in the growth of the business.
- Be responsible for ensuring in-depth credit assessment for new and existing clients.
- Be involved in day to day business meetings and communicate with clients to solve enquiries on an ad-hoc basis.
- Explore compatibility and bring new clients on-board to expand your portfolio.
Requirements
- Degree or above (Business / Finance / Engineering discipline) with at least 4 years of working experience.
- Result-oriented with strong initiative and drive to succeed.
- Customer-focused and able to work under pressure.
- Ability to build and maintain strong working relationships with local sales representatives’ experience in providing witness services for account opening.
- Possess strong business network with Greater China clients in Singapore, and have good connections with clients who are interested in investing in overseas financial products.
- Excellent communication, interpersonal and relationship skills.
- Good command of written and spoken English.
- Must be proficient in spoken Mandarin, particularly in product offering concepts and explanation to Greater China clients.
- Proficient in written Mandarin communications to clients if necessary.
- Possess CACS 1 & 2 certifications, and the relevant CMFAS licensing.
CITIC CLSA may collect personal data from you for purposes relating to your engagement with the Company, including human resource management and other business and internal / external compliance purposes. Any personal information and /or data collected and held by the Company may be used by the Company or transferred (whether within/ outside Hong Kong) to any other parties within the Company, subsidiaries and affiliates of the Company, internal or external service providers, or any other relevant parties including governmental or regulatory authorities, for the above purposes.
