Key Areas of Responsibilities • 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.