Position Description
- Key member of the Mumbai based Institutional Equity Sales team.
- Early-Career position that progressively grows in seniority.
Key Areas of Responsibilities
- Sales/Relationship Management: Independently manage 15-20 Emerging Clients (Long Only & Hedge Funds), and Support Head of Sales in a few Large Clients.
- Key Account Management: Be on top of the Client Teams, their Investment Style, Service Requirements & Broker Review/Voting process.
- Ideate: Customize Money Making ideas based on CLSA Research, marring it with the client’s investment styles & investment objectives.
- Collaborate: With Research, ECM, Corporate Access, Senior Sales, Sales Trading & Regional Sales to deliver Client Success.
- Performance Measure: Achieve Top Tier rating for CLSA with all clients under coverage.
- Desk Support: Assist the Head of Sales in various initiatives & projects.
Requirements
- Top sales, relationship management, key account management, client servicing & communication skills. Ability to multi-task and process lot of information/data is key.
- Previous work experience of 3-6 years in Institutional Equity Sales (Sales/Research/Sales Trading) or Buy Side or Investment Banking will be an added advantage.
- MBA from a Tier 1 Institute would be preferred.
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CLSA Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CLSA and has not been reviewed or approved by CLSA.
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Pay Growth & Progression — Base pay for junior bankers was increased significantly in 2021 to stay competitive in a hot market. This indicates willingness to adjust compensation when talent risks rise.
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Healthcare Strength — Permanent staff are automatically enrolled in healthcare aligned to local markets, with added travel health and security support via International SOS. This points to solid core medical coverage with global-travel assistance.
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Retirement Support — Permanent staff are automatically enrolled in pension plans aligned to local markets. A group retirement plan is administered regionally, signaling formalized retirement benefits infrastructure.
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What We Do
CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform. Established in Hong Kong in 1986, CITIC CLSA is Asia’s leading capital markets and investment group, committed to driving the growth strategies of global institutional investors, corporations, governments and high-net-worth individuals. CITIC CLSA’s award-winning research, extensive Asia network, direct links to China and highly experienced financial professionals set CITIC CLSA apart from global investment banks and regional players. Over three decades, CITIC CLSA has built an extensive Asia network with deep local knowledge and connections. Globally, we operate from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit clsa.com
