Position Description
The primary responsibilities of this position is to work closely with both Research, Sales, and Regional Corporate Access teams to deliver a differentiated corporate access offering for both corporate and institutional clients.
Reporting locally to the Head of Sales.
Key Areas of Responsibilities
Corporate Relationship Ownership & Origination
Serve as the primary relationship owner for a portfolio of corporates (C-level / IR teams), understanding their capital markets agenda, and investor targeting priorities.
Originate new corporate relationships (prospecting, outreach, pitching) to bring on new corporates onto the firm’s access platform.
Act as the liaison for investor meetings between corporate management and institutional investors.
Sales, Research, and Conference Marketing
Design and coordinate non-deal roadshows, reverse roadshows, site visits, thematic trips, sector tours, investor days, and conference access.
To assist with the event setups/management – venue origination and set-up, vendor engagement, cost management.
Database management
To maintain an up-to-date corporate database as well as events schedule, including maintaining a Master List of all CLSA Malaysia events and regional events involving Malaysia clients and corporates.
Client & Corporate Requests
To assist with all client meeting requests. This applies to 1x1 with corporates, specialist speakers, government bodies etc.
To assist with client RFIs for all corporate access related requests.
Others
Travel management - coordinating domestic and international travel for front office staff, including flight, hotel and car rental reservations.
Travel – the successful candidate would also be required to travel for CLSA conferences across APAC when required
To be the key liaison for all corporates and speakers needs at CLSA engagements
Requirements
Bachelor's Degree or above in an Accounting / Commerce / Finance / Marketing discipline
Minimum 5 years of relevant experience working within a similar role at another Investment Bank or Investment Manager preferred, and/or relevant experience as an Investor Relations Co-ordinator, Research Assistant, Sales Assistant, or Corporate Marketing will be highly regarded
Excellent command of written and spoken English / Bahasa. Mandarin would be an advantage but not necessary.
Excellent interpersonal sensitivity. Excellent communication skills to both internal and external clients
Confident in dealing with clients and senior management
High attention to detail is essential
Strong organizational skills, self-motivated and proactive
Ability to work under pressure and sometime outside of regular work hours in busy periods
Proficiency in Microsoft Office applications
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.
Top Skills
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
