Associate, Client Strategy, Institutional Equities
Core
Drive client revenue and profitability for CITIC CLSA's Hong Kong-based institutional client base through data-driven analysis and strategic initiative execution.
Role type
Associate, Client Strategy, Institutional Equities
Builds
Regional client strategies and cross-selling initiatives aligned with CLSA's global objectives
Domain
Financial Services / Institutional Equities / Hong Kong & China
Deliverable
client delivery
Required skills
Client strategy, Account management, Financial modeling, Data analysis, CRM proficiency, Regulatory compliance, Cross-functional collaboration
Preferred skills
MBA, CFA, HK/China institutional client landscape expertise
Technologies
Excel, Power BI
Responsibilities
Prepare and execute Client Service Plans, Allocate resources via dynamic client tiering, Analyze business performance metrics, Identify growth opportunities and address underpaying clients, Drive cross-selling initiatives, Develop regional client strategies
Seniority
Mid-level, hands-on IC