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Full-time
postgraduate degree
Posted 30d ago
~40 hrs/week
Responsibilities
Support the promotion and distribution of investment funds to retail and high-net-worth clients and financial intermediaries. Maintain partner relationships and handle administrative tasks including CRM updates and client onboarding.
Requirements
Requires a Master's degree in Finance, Business, or Economics with 3-5 years of experience in financial services sales or marketing. Fluency in both Mandarin and English is required.
Full job description
Position Description
We are seeking a motivated and customer-focused Junior Retail/Distribution Sales Associate to join our expanding sales team. In this role, you will support the distribution of our investment products to retail clients, high-net-worth customers, financial advisors and distribution channels. This is an excellent opportunity for individuals looking to develop a career in asset management and wealth business sales within a dynamic and growing organization. This position is located in Hong Kong.
Key Areas of Responsibilities
Assist in the promotion and distribution of the firm's investment funds and products to retail investors, high-net-worth customers, and financial intermediaries.
Build and maintain relationships with financial advisors, partner channels, and other distribution partners.
Support the preparation of marketing materials, sales pitches, and product presentations.
Conduct inbound and outbound communication with clients and partners to introduce products and answer queries.
Coordinate and schedule meetings, seminars, webinars, and promotional events.
Track and update client and partner information in CRM systems, ensuring data accuracy and proper follow-up.
Monitor market trends, product performance, and industry developments to support sales strategies.
Assist in managing client onboarding, documentation, and compliance requirements.
Support the sales team with administrative tasks, reporting, and maintaining sales records.
Requirements
Masters’s degree in Finance, Business, Economics or related fields.
At least 3-5 year of sales, client servicing or marketing experience within financial services or asset management preferred.
Hungry for an opportunity to impress in an entry-level position in a leading and rapidly growing China-focused asset management firm.
Strong interest in investment products, financial markets and wealth business sales.
Excellent communication and interpersonal skills, with a professional attitude.
Good organizational skills with attention to detail.
Ability to work independently and collaboratively within a team.
Proficiency in Microsoft Excel, PowerPoint and CRM tools is preferred.
Fluent Mandarin and English language skills.
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CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform.
Established in Hong Kong in 1986, CITIC CLSA is Asia’s leading capital markets and investment group, committed to driving the growth strategies of global institutional investors, corporations, governments and high-net-worth individuals.
CITIC CLSA’s award-winning research, extensive Asia network, direct links to China and highly experienced financial professionals set CITIC CLSA apart from global investment banks and regional players.
Over three decades, CITIC CLSA has built an extensive Asia network with deep local knowledge and connections. Globally, we operate from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit clsa.com. To read our social media disclaimer, visit clsa.com/clsa-social-media-guidelines/
Offices: 18/F, One Pacific Place, 88 Queensway, Hong Kong, HK · 1155 Avenue of the Americas, 17th Floor, New York, NY 10036, US · 345 California St, Suite 600, San Francisco, CA 94104, US · 26F CITIC Securities Tower, No.48 Liangmaqiao Road, Chaoyang District, Beijing, CN · Room 910, 9/F, 100 Century Avenue, Pudong New Area, Shanghai 200120, CN
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