Jr. Sales Trader, Trading

CLSA

$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance or related field
  • 1-3 years of trading desk or relevant experience
  • Solid knowledge of global equity markets
  • Adaptable to a flexible and evolving work environment
  • Strong interpersonal and organizational skills
  • Proactive mindset for revenue growth opportunities
  • Excellent communication and client-facing skills
  • Series 7, 63, and 57 licenses preferred (not mandatory)

Responsibilities

  • Service existing clients alongside the sales trading team
  • Identify and acquire new accounts while refreshing underperforming ones
  • Conduct targeted prospecting for high and low tier clients
  • Execute Americas high tier orders in the US
  • Monitor and service Americas low tier orders in the US
  • Develop trading content that provides value to clients
  • Share CLSA Research and trading insights with clients
  • Collaborate with Middle Office to ensure timely trade settlements
  • Partner with Technology to enhance desk workflows and efficiency

Benefits

  • Professional development opportunities
  • Dynamic and creative work environment
  • Collaborative team atmosphere
  • Potential for career advancement
  • Access to research and trading resources
Full Job Description

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 but those without may be considered

Salary Range: $80,000- $95,000 USD

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