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Associate Director, Institutional Client Business, Wealth Management

Associate Director, Institutional Client Business, Wealth Management

CITIC CLSAHong Kong
12 天前
职位描述

Responsibilities

  • Oversee the overall management of client service operations, ensuring the delivery of high-quality support and services to institutional clients.
  • Lead the target segment research and onboarding efforts for new clients, overseeing the preparation of pitch books and internal documentation.
  • Provide proactive investment insights and maintain robustmunication with clients, ensuring timely responses and a high level of service.
  • Drive business development initiatives, identifying and capitalizing on new opportunities in the institutional market.
  • Strengthen the institutional client base, promoting research services and cross-selling other financial products.
  • Develop sales strategies and achieve targets in line with business goals.

Requirements

  • Bachelor's degree in Business Administration, Finance, Economics, or a related field; advanced degrees or certifications are preferred.
  • 7+ years of experience in brokerage / asset management, with a strong focus on client-facing roles or institutional sales.
  • Proven track record in developing client relationships and executing transactions effectively.
  • Exceptionalmunication skills and proficiency in English and Mandarin; Cantonese is a plus.
  • Strong leadership skills, with the ability to drive results and manage multiple tasks in a dynamic environment.
  • Licensed under SFC with Type 1, knowledgeable in local regulatory andpliance standards.

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    Job ID JR001467

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    Associate Director • Hong Kong