- Responsible for developing overseas customer markets, covering the commodity trading needs of financial institutions, corporate clients, and general investment institutions.
- Identify and analyse client demand and investment objectives; design and propose customized products, solutions, and strategies.
- Support distribution of swaps, options, and structured hedging solutions in collaboration with trading and structuring teams; work closely with trading, risk, compliance, and operations teams to ensure smooth execution.
- Regularly revisit existing clients, synchronize client situations and market dynamics internally, address personalized client demands, enhance client retention, and track the entire trading lifecycle.
- Support client onboarding and ongoing account management in line with KYC/AML requirements.
- Maintain accurate CRM records, pipeline updates, and client activity reporting.
- Participate in industry events and client meetings as part of broader business development efforts.
- Adhere to the compliance/operational risk framework to ensure all regulatory or company policies are complied with.
- Master's degree or above in finance, economics, science, or engineering-related fields.
- Experience covering overseas macro fund customer markets, possessing overseas customer resources in Hong Kong, Singapore, or London, and familiarity with the commodity market.
- Strong team collaboration, interpersonal, communication, and presentation skills, with excellent English listening, speaking, reading, and writing abilities.
- Strong adaptability and stress resistance, capable of independent business development, and able to accommodate frequent business travel.
- Excellent past work performance and daily conduct.
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.
