Sales Trader, Wealth Management

6 days ago

Hong Kong, China CLSA Full time CN¥900,000 - CN¥1,200,000 per year

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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