Institutional Sales, Sales

Posted 12 Hours Ago
Be an Early Applicant
Hiring Remotely in Bangkok, Phra Nakhon, Bangkok, THA
Remote
Junior
Fintech • Payments • Financial Services
The Role
Drive outbound institutional sales across the CITIC CLSA network, build relationships with institutional clients, meet sales targets, market research and analysts, generate investment ideas, set client meetings and promote events, identify cross-sell opportunities, collaborate with trading desks, and engage corporates and government bodies.
Summary Generated by Built In

Position Description

CLSA Thailand is hiring a institutional sales with a focus on outbound business. As a regional specialist, the role includes working across the CITIC CLSA network to help market CITIC CLSA products to the Malaysian clients.

Key Areas of Responsibilities

  • Build and maintain close relationship with existing and new institutional clients to broaden the customer base of CLSA.

  • Generate high-valued client interaction and meeting sales targets, focusing on outbound revenues.

  • Provide proactive and differentiated ideas to the team, as well as generate Alpha ideas for clients.

  • Actively seek for timely and accurate information via company and site visits as well as the market and relate the messages to clients for investment decision making purposes.

  • Set up meetings with clients to market our analysts, research products as well as promote CLSA Forums and events.

  • Identify cross selling opportunities with other departments such as ECM, EQD and FICC.

  • Work closely with trading desks from High Touch, Electronic Execution as well as Program and Facilitation Trading.  

  • Develop good working relationships with corporates, government bodies and industry organizations.

Requirements

  • Bachelors degree or above in Finance, Accounting or related disciplines.

  • Minimum 1-2 years’ experience in Institutional Sales. Alternatively, experience in research, investment banking, or relevant industry experience would be an advantage.

  • Strong Equities knowledge, ideally across a full service Cash Equities platform.

  • Strong communication and interpersonal skills with attention to detail.

  • Self-driven – can work with minimal supervision and under tight deadlines.

  • Good analytical and problem solving skills.

  • Proficient in MS Word, MS Power Point and MS Excel.

  • Excellent command in both spoken and written English. Mandarin is a plus.

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Skills Required

  • Bachelors degree in Finance, Accounting or related disciplines
  • Minimum 1-2 years' experience in Institutional Sales
  • Experience in research, investment banking, or relevant industry experience (advantage)
  • Strong equities knowledge, ideally across a full service Cash Equities platform
  • Strong communication and interpersonal skills with attention to detail
  • Self-driven; able to work with minimal supervision and under tight deadlines
  • Good analytical and problem solving skills
  • Proficient in MS Word, MS PowerPoint and MS Excel
  • Excellent command in both spoken and written English
  • Mandarin language skills

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.

  • 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.
  • 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.
  • 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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The Company
HQ: Hong Kong
2,160 Employees
Year Founded: 1986

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

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