Key Areas of Responsibilities Update and keep fluid the client business development pipeline of prospects across the key client segments with corporates and hedge funds being significant focus and priorities in the initial 12-18 months. Prepare client prospecting decks that are relevant to educating the client and supporting their preparation for the necessary information, investment profiling and risk assessment for product suitability. Maintain strong risk management discipline, ensuring all relevant regulatory and internal compliance policies are built into the design of any client acquisition model by working closely with Legal and Compliance as well as the various product specialists where complex products will be involved in the client business needs. Requirements Master’s degree or above in Finance, Management or a related discipline Minimum 4 years of direct client development experience through either client acquisition or investment onboarding work Strong understanding of the client investment and risk profiling for non-institutional clients eg corporates and unregulated private funds / hedge funds is a strong plus Proficiency in explaining to clients on why certain information is required eg those in relation to their investment decision process, taxation residency and where to safekeep their assets, etc Familiarity with global AML laws and regulations and how these are impacted by the various financial products to be traded Fluent in both English and Chinese, spoken Mandarin and Cantonese required Strong communication and interpersonal skills as the role will work with both external clients and internal personnel Must be patient in working with prospective clients that may not be familiar with the regulatory landscape of the international FICC markets Relevant experience attained for the registration with the SFC as a License Representative in Types 1 and 4 representative activities acting for CSI Global Markets Limited 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. CITIC Securities International is a wholly owned subsidiary of CITIC Securities and its overseas business platform. Our award-winning research, extensive footprint in Asia, direct links to China and highly experienced finance professionals set us apart within the industry. As part of CITIC Securities (SSE: 600030, SEHK: 6030), China’s leading investment bank, CITIC Securities International is uniquely positioned to facilitate cross-border capital flows and connect China to the world and the world to China. CITIC Securities International operates from 13 countries across Asia, Australia, Europe and the Americas. We offer comprehensives financial solutions to a large and diverse client base that includes global institutional investors, corporations, governments and high-net-worth individuals.

Associate, Client Business Development, FICC.

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