Financial Services Leader

1 day ago


Hong Kong, Central and Western District, Hong Kong SAR China CLSA Full time

About the Position

The CLSA is seeking a highly skilled Financial Services Leader to fill the role of Assistant Manager. As a key member of our team, you will be responsible for developing and maintaining strong relationships with External Asset Management (EAM)/ Introducing Broker(IB) institutional clients.

Key Responsibilities

  • Collaborate with Senior Manager to ensure seamless delivery of client service and administrative support.
  • Process daily account transactions and client orders, including equities, fixed income, OTC derivative products, mutual funds, and alternative investments.
  • Work closely with Senior Relationship Manager to identify new business opportunities, prepare pitch materials, and coordinate client events.
  • Communicate investment insights and ideas to clients in a timely manner and respond to their inquiries.
  • Manage the account opening process and contribute to anti-money laundering (AML) reviews and transaction monitoring.
  • Regularly review account profiles and investment portfolios to ensure timely maintenance.
  • Provide accurate and timely revenue tracking, sales data analysis, and other relevant information reporting.
  • Support EAM/IB teams to enhance company branding and participate in workflow optimization initiatives.
  • Take on additional projects and administrative tasks as needed.

Requirements

  • At least 3 years' experience in wealth and asset management with excellent academic performance from top-tier universities, preferably in Economics or Finance.
  • Solid understanding of investment products, financial markets, and planning strategies in Private Banking and/or Securities Products sectors.
  • Strong interest in investment & wealth management, with a desire to learn.
  • Results-driven with strong initiative, able to work efficiently and multitask effectively in a fast-paced environment.
  • Ability to provide proficient client sourcing capabilities and facilitate transactions with existing clients.
  • Excellent communication and interpersonal skills with external and internal stakeholders.
  • Proficiency in English and Mandarin, with business-level Cantonese.
  • Immediate availability is highly preferred, and experienced candidates may be considered for a Manager-level offer.


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