Key Areas of Responsibilities
- Actively manage and monetize CLSA’s broker rankings with tier 1 and 2 accounts towards the Top 3:
- Developing and executing account plans to achieve that end
- Generating deep understanding of client needs
- Building relationships with key client decision maker
- Raising the number of CLSA personnel recognized by all accounts covered
- Understanding the monetization process at each KRM/RM account
- To maintain and/or develop Top 3 broker rankings with assigned accounts:
- Implementing client contact targets on call list
- Maximising client attendance at Analyst/Corporate/CLSA U roadshows.
- Identifying opportunities to cross sell CLSA and CITIC products
- Support Corporate Finance activities
- Implement account management issues as directed by the country head and head of sale
- Ensure the integrity of client database information and fully utilize CIS
- Attend and participate in morning meetings and client base meetings
- Actively support and promote the team and the company
- Idea generation
Requirements
- Bachelor’s Degree or above in Business/Finance or related disciplines
- Minimum 6 years of relevant experience in Institution Equities
- Extensive knowledge of Asian based companies and sectors
- In-depth understanding of micro and macro-economic factors affecting Asian equity markets
- Demonstrated familiarity working with Research teams and Sales Traders to ensure information is communicated and understood appropriately
- Strong interpersonal, leadership, problem-solving and client serving skills
- A self-starter with a proactive mindset and a team player
- Technical Knowledge of the Broking Industry
- Excellent command of English, both spoken and written
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Skills Required
- Bachelor's Degree or above in Business/Finance or related disciplines
- Minimum 6 years of relevant experience in Institution Equities
- Extensive knowledge of Asian based companies and sectors
- In-depth understanding of micro and macro-economic factors affecting Asian equity markets
- Demonstrated familiarity working with Research teams and Sales Traders
- Strong interpersonal, leadership, problem-solving and client serving skills
- Technical Knowledge of the Broking Industry
- Excellent command of English, both spoken and written
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.
CLSA Insights
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
