The Jr. Sales Trader will service existing clients, acquire new accounts, execute orders, and collaborate with trading and technology teams to enhance workflow and client satisfaction.
Key Areas of Responsibilities
- Work with sales trading team to service existing clients
- Proactively identify and acquire new accounts while revitalizing underperforming accounts to maximize revenue potential
- Conduct targeted prospecting to identify potential HT and LT clients
- Execute Americas HT orders (US)
- Monitor and service Americas LT orders (US)
- Develop value added, trading content for client consumption
- Distribute appropriate CLSA Research and Trading color to clients
- Collaborate with the Middle Office team to ensure timely and accurate settlement of trades, mitigating operational risks and maintaining client satisfaction.
- Partner with the Technology team to develop, streamline, and optimize desk workflows, boosting overall productivity and efficiency across the team
Requirements
- Bachelor’s degree or above in finance or other related discipline
- Minimum 1-3 years of relevant experience on a trading desk or related field
- Possess a solid working knowledge of global equity markets and related financial instruments
- Adaptable to working in a flexible, creative, and evolving environment with minimal structure
- Demonstrate strong interpersonal skills, exceptional organizational abilities, and effective problem-solving capabilities
- Exhibit a proactive, entrepreneurial mindset, with the ability to independently identify and act on opportunities to drive revenue growth
- Excellent verbal, written communication and client facing skills
- Series 7, 63 and 57 licenses are required
Salary Range: $80,000- $95,000 USD
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.
CLSA New York, New York, USA Office
1155 Avenue of the Americas, 17th Floor, , New York, NY ,, United States, 10036
Similar Jobs
AdTech • Artificial Intelligence • Marketing Tech • Software • Analytics
The Customer Success Manager role focuses on managing client relationships to drive revenue growth through upsells and cross-sells while ensuring successful campaign execution and client satisfaction.
Top Skills:
Campaign Management ToolsDigital Advertising PlatformsExcel
Artificial Intelligence • Cloud • Information Technology • Machine Learning • Software • Big Data Analytics • Automation
Responsible for managing high-value customer renewals, executing negotiation strategies, and driving upsell opportunities while ensuring customer satisfaction and retention.
Top Skills:
Salesforce CRM
Artificial Intelligence • Healthtech • Professional Services • Analytics • Consulting
As a Software Engineer, you will design and implement web services, APIs, and full-stack modules for ZS SaaS products, ensuring high-quality code while mentoring juniors and managing your modules.
Top Skills:
AWSEmrGuiceJavaJenkinsMavenOdataPostgresRestScalaSparkTeamcity
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory


