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Associate, Product Management, Fund Services

CITIC CLSA • English • Investment Banking & M&A Advisory • Online Brokerage & Trading Platforms • Master's Degree • 3 months ago
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Salary
≈ HK$31k – HK$84k per month (Estimated)
Location
In office (Hong Kong)
Seniority
Middle · 4+ years exp
Employment
Full-Time

Confirmed on the employer's own hiring board on Oct 18, 2026. First seen by Alion on Jul 20, 2026. CITIC CLSA scores B on the Alion truth index.

Overview
Company
Impact
Profile match

CITIC CLSA

CITIC CLSA is a capital markets and investment group headquartered in Hong Kong, providing equity research, brokerage and sales trading, investment banking, asset management, fund services and wealth management across Asia Pacific. Established in Hong Kong in 1986 and now part of China's CITIC Securities, it has offices across Asia, Australia, Europe and the Americas and runs annual investors' forums for institutional clients. Its openings, mostly in Hong Kong, Pune and Singapore, cover research analysts, compliance officers, investment bankers, operations and settlement staff, finance managers and IT support and project roles.
clsa.com • HQ: Hong Kong • Financial Data & Market Intelligence • Investment Banking & M&A Advisory • Online Brokerage & Trading Platforms • 1001-5000 employees • Est. 1986
Tech stack of CITIC CLSA

Key Areas of Responsibilities

  • Assist Relationship Manager for completion of onboarding and integration of new Fund Services Clients of CFSAL including newly set up hedge fund, PE, transfer fund from previous FA/ IM, bespoke services client and etc.
  • Coordination in bank account opening, FATCA/CRS onboarding and KYC document tracking
  • To assist on the onboarding system and parameter system data update
  • Assist Relationship Manager to perform regulator client services review including operation versus services agreement, profitability analysis, client experience review, regulatory update, assist on client annual review on product and KYC-refresher perspective and manage fund termination routine, etc.
  • Assist maintaining onboarding team standard template, procedure and tracker
  • Undertake ad-hoc projects as assigned

Requirements

  • Master’s Degree with major in Accounting, Finance or any related disciplines.
  • Minimum 4 years of working experience preferably gained in the financial services industry. Fund Services experience would be a plus.
  • Proactive, mature, high level of attention to detail, able to work independently under pressure and strong sense of meeting tight committed deadlines.
  • Good interpersonal skills.
  • Good verbal and written communication skills in Mandarin and English.
  • Proficient in Word, Excel, PowerPoint and other presentation applications, including the ability to produce neatly presented work.

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