Develop client relationships, grow commission revenues, and increase market share within existing and prospective institutional investor accounts.
Market CITIC CLSA research, analysts, and investment ideas to clients, converting research engagement into trading activity.
Coordinate corporate access activities, including non-deal roadshows, reverse roadshows, conferences, Access Days, and bespoke client trips.
Cross-sell broader CITIC capabilities as part of a platform sales model, introducing relevant products and services across the franchise.
Target new accounts and deepen penetration within strategic focus accounts through disciplined coverage and business development.
Serve as the Key Relationship Manager (KRM) for assigned clients, acting as the primary owner of the relationship and accountable for driving overall account success across the CITIC/CLSA platform.
Maintain a strong understanding of Japan's macroeconomic, regulatory, and market environment and communicate relevant investment opportunities to clients.
Translate macroeconomic, regulatory, and sector developments into clear, investable insights for global investors
Requirements
Bachelor’s degree or above in Finance, Accounting or related discipline ideal
Minimum 6 years of relevant experience in institutional equity sales, client coverage or capital markets roles, with direct exposure to Japan and APAC equity markets and institutional investor engagement
Candidates with less experience will be considered as an Associate (3+ years of experience)
Well-developed professional and strategic sales skills with proven ability to develop and grow key accounts through networking at all levels within the client organization and driving trading revenues
Sound understanding of global equity markets, with demonstrated familiarity in Japan-listed equities, including market dynamics, sector trends, and investor positioning
Strong analytical and quantitative skills combined with excellent interpersonal and client servicing capabilities, with the ability to synthesize research into actionable investment ideas
Self-motivated, proactive, and results-driven team player with the ability to work independently and manage multiple client priorities in a fast-paced environment
Excellent command of both spoken and written English and Japanese, with the ability to communicate complex ideas across global clients and internal stakeholders
Series 7 and 63 licenses are required (or ability to obtain within a specified timeframe)
Salary Range: $179,000 - $200,000
Stay informed on CITIC CLSA Job Opportunities
Not the right fit? You can create a job alert to receive our latest job openings that meet your interest.
Numbers & Facts
Location
New York
Skills
Accountingunmatched
Analysis Skillsunmatched
Business Developmentunmatched
Capital Marketsunmatched
Communication Skillsunmatched
Conferencesunmatched
Cross-Sellingunmatched
Customer Conversionunmatched
Customer Support/Serviceunmatched
English Languageunmatched
Equity Securitiesunmatched
Financeunmatched
Industry/Trade Analysisunmatched
Interpersonal Skillsunmatched
Japanese Languageunmatched
Market Researchunmatched
Market Shareunmatched
Multitaskingunmatched
Quantitative Analysisunmatched
Regulationsunmatched
Relationship Managementunmatched
Research Skillsunmatched
Revenue Growthunmatched
Salesunmatched
Sales Managementunmatched
Sales Strategyunmatched
Series 7unmatched
Strategic Accountsunmatched
Strategic Planningunmatched
Team Playerunmatched
🎯
Be found by employers
5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.
Level up your application
Professional resume templates
Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.