Dealer, Wealth Management

Open 23d

Key Areas of Responsibilities

  • Input all buy / sell transactions across Equities, Bonds, Structured products, FX, Funds and IPOs.
  • Responsible for day end transactions matching, ensuring no outstanding orders unmatched or unplaced.
  • Execute trade orders in all covered markets.
  • Support sales with meticulous accuracy and efficiency.
  • Execute and deliver the best execution services to the clients.

Requirements

  • Bachelor’s degree or above in Finance, Business or related discipline
  • Minimum 3 years of relevant dealing experience with good understanding of Equities, Bonds, Structured products, FX, Funds and IPOs.
  • Licensed with regulated activities and familiar with regulatory and compliance requirements.
  • Experience in handling executions for institutions, fund / investment managers and / or hedge funds will be very useful for the wealth management dealing business.
  • Experience in using trading system with good counterparty relationships. Good knowledge in Excel and Bloomberg is a plus.
  • Willing to work in two rotating shifts (including night shift) if required.
  • Able to work effectively under pressure and be a team player.
  • Good command of written and spoken English and Mandarin to engage with regional stakeholders in Mandarin-speaking markets.

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.