Associate Director, Sales, Wealth Management at CLSA

職位	Associate Director, Sales, Wealth Management
刊登日期	05 Aug 2026
已過期	04 Sep 2026
公司名稱	CLSA
地點	香港 \| HK
僱傭形式	Full Time

職位描述：

最新職位資訊來自 CLSA 職位為 Associate Director, Sales, Wealth Management. If the Associate Director, Sales, Wealth Management 職位空缺在香港符合您的資格，請直接透過更新後的 Jobkos 招聘門戶提交最新的申請或履歷。

請注意，求職申請並非總是容易的，申請人必須符合公司設定的特定要求。我們希望以下在 CLSA 職位為 Associate Director, Sales, Wealth Management 的職業機會適合您的專業資格。

職位 Description

To capitalize the business opportunities from HNW clients’ investments in wider range of financial products (such as bonds, equities, securities, futures, unit trust/mutual funds, structured products, etc). Provide customer service and conduct marketing activities to clients (account managers and direct clients).

Key Areas of Responsibilities

Act as Relationship Manager to drive target business for HNW clients and professional investors in generating revenue through secondary and primary broking activities including account opening and due-diligent check, product roadshow, project pitching, clients visit
Maintain good relationship with the existing and new HNW & Corporate clients
Provide investment products’ trading and dealing services, including equities, fixed income, futures, commodities and enlisted third party products, also provide post-trade review and data analysis to key clients
Participate in internal and external business development activities, discover innovative and popular financial product and raise request to product team
Support Wealth Management team to increase 公司名稱’s brand, product awareness among different clients and market share and penetration
Handle ad-hoc projects as required

Requirements

Degree or above in Business /Finance /Engineering discipline with 6-12 years of relevant experience in Wealth Management Sales
Solid investment backgrounds in Private Banking products and services including equities, fixed income, futures, commodities and enlisted third party products
Extensive client network in markets and have good connections with GBA clients who are interested in investing in overseas financial products
Customer-focused and able to work under pressure with strong initiative and drive to succeed
Team-player, detail-oriented and showcasing excellent analytical and problem-solving capabilities
Possess strong integrity with solid compliance sense and willingness to learn and progress
Excellent interpersonal skills with good command of written and spoken English and Chinese (including Putonghua).
Less experience candidate will consider offering as Manager

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工作資料：

公司名稱: CLSA
職位: Associate Director, Sales, Wealth Management
工作地點: 香港
國家: HK

如何提交申請：

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Associate Director, Sales, Wealth Management at CLSA

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