Associate, Strategy Planning & Corporate Development Associate, Strategy Planning & Corporate  …

CLSA Limited
in Hong Kong
Permanent, Full time
Last application, 26 Oct 20
CLSA Limited
in Hong Kong
Permanent, Full time
Last application, 26 Oct 20
Associate, Strategy Planning & Corporate Development

Position Description

The candidate will assist the Head of Strategic Planning & Corporate Development in facilitating New Product Approvals, coordinating business and regulatory projects, and supporting strategic planning. This role will require the candidate to work closely with business heads, department heads and external vendors located in different locations across CLSA.


Key Areas of Responsibility (KRA’s)

New Product Approvals

  • Facilitate completion of risk assessments and approvals for new products.
  • Organize new product approval meetings and assist in management of follow-up tasks.
  • Monitor and report on progress of new product implementation.
  • Coordinate post-implementation and periodic reviews of new product initiatives.

Project Management

  • Provide coordination support for strategic and regulatory projects.
  • Coordinate necessary documentation to frame decisions around project scope, schedule and budget.
  • Assist in the establishment of project governance framework for implementation.
  • Organize project meetings, coordinate project tasks, and facilitate resolution of issues.

Strategic Planning

  • Assist in budget planning and completion of balanced scorecards.
  • Provide support for the production of competitor / peer group analysis.
  • Participate in the formulation and planning of strategic priorities for CLSA.
  • Assist in the reviews of corporate operations, as required.


Job Requirements

Qualifications & Experience

  • University Graduate with relevant degree (e.g. Business, Finance)
  • 3-6 years of work experience in financial services, project management or management consulting roles
  • Candidates with more experience may be considered for more senior position.
  • Knowledge in project implementation and management will be an advantage

Skills & Competencies

  • Good analytical, problem-solving, and organizational skills
  • Strong written and verbal communication and presentation skills
  • Ability to work independently and under pressure in a fast-paced environment
  • Ability to develop working relationships at all levels within an organization
  • Ability to effectively manage multiple deliverables at the same time
  • Proactive team player, with a “can do” attitude
  • Strong sense of personal responsibility, ownership and self-motivation
  • Mandarin Chinese written and verbal communication skills will be an advantage


If you are seeking a dynamic environment in which to build your career in CLSA, please send your resume to Kindly specify the position title in the email subject for job application.

CLSA may collect personal data from you for purposes relating to your engagement with the Company, including human resource management and other business and internal / external compliance purposes. Any personal information and /or data collected and held by the Company may be used by the Company or transferred (whether within/ outside Hong Kong) to any other parties within the Company, subsidiaries and affiliates of the Company, internal or external service providers, or any other relevant parties including governmental or regulatory authorities, for the above purposes.

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