{"id":1329085,"url":"https://alion.io/job/citic-clsa-associate-client-strategy-institutional-equities","title":"Associate, Client Strategy, Institutional Equities","company":{"id":2026960,"name":"CITIC CLSA","domain":"clsa.com","url":"https://alion.io/company/clsa-com","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":89,"open_postings":236,"ghost_share":0.097,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":112,"computed_at":"2026-10-25T05:49:26Z"}},"role":"Sales","role_family":"Sales","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Hong Kong"],"countries":["HK"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Power BI","optional":true}],"status":"live","first_seen_at":"2026-06-26T00:00:00Z","employer_posted_date":"2026-06-26","last_verified_at":"2026-10-23T20:28:54Z","board_verified":false,"closed_at":null,"days_open":122,"trust":{"level":"ok","repost_count":0,"flags":["company_stale"],"days_open":121},"description":"Position Description\nThis role will serve as a key contributor to the firm’s commercial objectives by supporting regional revenue growth through data-driven analysis, strategic initiative execution, and cross-functional coordination. This role is accountable for driving client revenue and profitability across CITIC CLSA’s Hong Kong-based institutional client base. The ideal candidate will align client needs with CITIC CLSA’s research, execution, and investment capabilities, leveraging insights to optimize resource allocation, identify growth opportunities, and foster high-value relationships.\nKey Areas of Responsibilities\nPrepare and execute Client Service Plans, conduct thorough internal and external account reviews, and build strong relationships with clients and stakeholders.\nAllocate resources by leveraging dynamic client tiering and collaborating with sales and trading leaders to achieve targets.\nSupport the coverage team in increasing revenues and maximizing profitability across the firm’s core client base.\nAnalyze business performance metrics (revenue, market share, rankings, profitability) to guide strategic reviews and address underperforming accounts.\nIdentify growth opportunities, address underpaying/overconsuming clients, and protect revenues at risk.\nDrive cross-selling initiatives and ensure accountability for strategic follow-through.\nDevelop and execute regional client strategies aligned with CLSA’s global objectives, emphasizing cross-border collaboration.\nSynthesize client feedback and market trends to shape CLSA’s service offerings.\nRequirements\nBachelor’s degree or above in Finance, Business, Economics, or a related field; advanced degree (MBA, CFA, or equivalent) is a plus.\n3-5 years of experience in client strategy, sales, relationship management, or a related role within financial services (preferably equities, investment banking, or institutional brokerage), with expertise in the HK/China institutional client landscape.\nProficiency in CRM systems, data analysis tools (Excel, Power BI), and financial modeling to enable data-driven decision-making.\nFluency in English and Mandarin/Cantonese, with strong cross-cultural communication skills to engage stakeholders across diverse regions.\nAbility to interpret financial metrics, translate data into actionable strategies, and execute strategic plans aligned with client objectives.\nDeep understanding of HK/China regulatory frameworks and equity market dynamics, ensuring compliance in equities business operations.\nExceptional communication, negotiation, and influencing skills to manage stakeholders and drive collaborative outcomes.\nProven ability to collaborate in cross-functional teams, navigating cross-cultural environments and complex organizational structures.\nStay informed on CITIC CLSA Job Opportunities\nNot the right fit? You can create a job alert to receive our latest job openings that meet your interest.","description_format":"text","description_chars":2928,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[{"language":"English","level":"Advanced (C1)","optional":false}]},"benefits":["Equity","Growth opportunities"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Investment Banking & M&A Advisory","Online Brokerage & Trading Platforms","Financial Data & Market Intelligence"],"lifecycle":[{"event":"open","at":"2026-09-27T07:50:48Z"}],"visa":[],"liveness":{"score":34,"band":"fade","label":"Fading","p_open":1,"p_active":0.763,"p_room":0.44,"age_days":121,"expected_fill_days":112,"reasons":["conf:33","velocity","win:tail","crowd:brand"],"computed_at":"2026-10-25T05:49:26Z"},"pay":null,"html_url":"https://alion.io/job/citic-clsa-associate-client-strategy-institutional-equities","json_url":"https://alion.io/job/citic-clsa-associate-client-strategy-institutional-equities.json","meta":{"generated_at":"2026-10-26T02:00:15Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":2566,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-27T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2026960},"rest":"https://alion.io/mcp/rest/get_company?id=2026960"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcitic-clsa-associate-client-strategy-institutional-equities"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcitic-clsa-associate-client-strategy-institutional-equities"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcitic-clsa-associate-client-strategy-institutional-equities"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/citic-clsa-associate-client-strategy-institutional-equities\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcitic-clsa-associate-client-strategy-institutional-equities"}]}