Citic Clsa

Sales Trader, Wealth Management

Hong Kong

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hirly's read of this role

Seniority: Mid level
Country: HK
Work mode: On-site / unstated
First seen by hirly: 3 Oct 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

Position Description

This position is to support the Sales Trading & Dealing team in business relationship development and responsible for maximizing revenues from Clients & Professional Investors. The overall objective is to drive revenue and to optimize profitability and resource utilization.

Key Areas of Responsibilities

Execute equity orders in various markets for professional clients in all covered markets

Maintaining close business relationships and developing new accounts to achieve maximum revenue

Handle client’s requests / enquiries and provide them with information on market movements

Liaise with dealers/ dealing team to perform trade execution for clients

Analyze market information and trends to identify optimal trading opportunities

Identify issues affecting clients’ investment decisions

Develop and maintain good relationship with the clients and present trading ideas to clients

Collect clients’ information and feedback to central clients’ database

Follow up client account/ sub-account opening documents requirement

Involve a role in Ad hoc Projects and system enhancement

Requirements

Postgraduate degree holder in related discipline

SFC licensed person with Type 1 and 2 and familiar with local regulatory and compliance requirements

5-8 years solid sales trading experience in equities and futures products

Experience in dealing with corporates, fund/investment managers and/or hedge funds

Familiar with OTC Bond, Funds and Structure Products trading; Virtual asset trading would be an addition

Experience in using Bloomberg with knowledge in Algo trading, DSA trading, Excel

Sales/ revenue result driven, able to work effectively under pressure and be a team player, client oriented and willing to work extended hours

Honestly, independent, creative and aggressive attitude

Good command of written and spoken English, Cantonese and Mandarin

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Original posting on Citic Clsa's site ↗

Listed on hirly, a job board. hirly is not the employer: Citic Clsa is hiring for this role.

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