Position Description
Responsible for the development of business relationships and maximising revenues and servicing clients on daily basis; promote and market CLSA products.
Key Areas of Responsibilities
Generate revenue
Pitch stock ideas, industry trends and research analysis to investors
Promote analysts; increase their connectivity with clients via phone calls and meetings
Manage specialist sales and analysts in coverage and service of regional accounts as account manager
Raise and maintain revenue and rankings with regional long-only and hedge fund accounts
Facilitate distribution of CITICS products internally and externally
Promote events, conferences and visits to the Philippines (foreign investors); push for payback of such events
Organize and lead investor field trips for both domestic & foreign accounts
Champion CLSA in external broker polls
Serve as deal captain on various fund raisings, work closely with syndicate and ECM
Requirements
Bachelor degree holder or above in Finance or related discipline(s)
Minimum 3 years of relevant experience in investment banking sector or financial industry, with focus in regional sales
Able to adapt in a multi-cultural environment
Good team player and passionate about the Finance industry
Strong interpersonal, people management and negotiations skills
Good communication in written and spoken English
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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
