Senior Director of Sales and Marketing, Hawaii
Marriott US and Can Campus
Associate Director, Institutional Equity Sales, Sales
citicclsa· 1010 CLSA Limited
About this role
Key Areas of Responsibilities
- Responsible for deepening existing client relationship, as well as developing new clients and bring incremental revenue to the platform
- Follow up new account opening process, address client requests and inquiries, manage daily operational tasks, and ensure timely execution of all activities.
- Attend morning meetings and conduct daily advisory coverage for institutional clients including roadshows, tours and webinars
- Have a comprehensive understanding of various cross assets products offered by the company and be able to provide tailored solutions based on the specific needs of clients.
- Engage in internal and external business development activities, identify innovative and trending financial products, and raise requests to the product team.
- Demonstrate strong integrity, a sense of compliance, and a willingness to learn and grow
- Contribute to increasing the company’s brand and product awareness among various clients, as well as expanding market share and penetration
- Manage ad-hoc projects as needed.
Requirements
- Bachelor's degree above in Finance or related discipline
- 5-10 years of Institutional Equity sales/Prime brokerage sales experience
- Strong client development skills. Candidates with existing client resources, especially international LO & HF, are preferred.
- Idea & content driven sales are preferred.
- Experienced in global account management are preferred
- Excellent attention to detail and exceptional communication skills.
- Ability to multitask and adapt to various requests and deadlines.
- Proficient in both spoken and written English and Mandarin.
- University degree holder preferably in Business Administration, Banking, Finance, Accounting, Engineering or a related field.
- SFC licensed with Type 1, knowledgeable about local regulatory and compliance requirements.
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Frequently Asked Questions
Is the salary disclosed for the Associate Director, Institutional Equity Sales, Sales position at citicclsa?
The salary for this Associate Director, Institutional Equity Sales, Sales role at citicclsa is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Associate Director, Institutional Equity Sales, Sales position at citicclsa located?
This Associate Director, Institutional Equity Sales, Sales role at citicclsa is based in Hong Kong. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Associate Director, Institutional Equity Sales, Sales role at citicclsa full-time or part-time?
This is listed as a Full time position. It is posted as a Associate Director, Institutional Equity Sales, Sales role in the 1010 CLSA Limited department at citicclsa.
Which team or department does the Associate Director, Institutional Equity Sales, Sales at citicclsa belong to?
This Associate Director, Institutional Equity Sales, Sales position is part of the 1010 CLSA Limited department at citicclsa. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Associate Director, Institutional Equity Sales, Sales position at citicclsa?
Click the "Apply Now" button on this page. You will be redirected to citicclsa's official application portal hosted on workday where you can submit your application directly.
When was the Associate Director, Institutional Equity Sales, Sales job at citicclsa posted?
This Associate Director, Institutional Equity Sales, Sales position at citicclsa was posted on Jul 24, 2026. Apply as soon as possible — early applications are often reviewed first.
Associate Director, Institutional Equity Sales, Sales
citicclsa
You'll be redirected to citicclsa's official application page on Workday.