Position Description
The Corporate Access team facilitates high-quality engagement between institutional investors and listed companies across Hong Kong and China through non-deal roadshows, investor meetings, field trips, conferences, and other corporate access activities.
The Senior Corporate Access Manager will be responsible for originating, coordinating, and executing corporate access opportunities for institutional clients, while working closely with corporates, Sales, Research, and other internal stakeholders. The role requires strong relationship management skills, excellent execution capabilities and a thorough understanding of the Hong Kong and China equity markets.
Key Areas of Responsibilities
- Originate and execute corporate access activities across Hong Kong and China, including non-deal roadshows, investor meetings, access days, site visits, field trips and thematic events.
- Develop and maintain strong relationships with listed companies, investor relations professionals and other corporate contacts.
- Partner closely with Sales and Research teams to identify and deliver relevant corporate access opportunities for institutional investors.
- Coordinate corporate marketing efforts and facilitate introductions between corporates and investors.
- Support the planning and execution of investor conferences, forums and other flagship client events.
- Manage multiple projects simultaneously, ensuring a high standard of execution and client service.
- Liaise with internal and external stakeholders to ensure smooth event delivery and follow-through.
- Ensure all activities are conducted in accordance with internal policies, procedures and compliance requirements.
- Maintain accurate records and reporting of corporate access activities as required.
Requirements
- Bachelor's degree required; Master's degree preferred.
- Minimum 8 years of relevant experience in Corporate Access, Equity Sales, Investor Relations, Institutional Marketing, Financial Services or a related field.
- Strong understanding of Hong Kong and China equity markets and the interaction between institutional investors and listed companies.
- Proven ability to build and manage relationships with corporates and institutional clients.
- Strong project management, organizational and execution skills, with excellent attention to detail.
- Ability to manage multiple priorities and work effectively under pressure in a fast-paced environment.
- Strong communication, interpersonal and stakeholder management skills.
- Self-motivated, proactive and able to work independently while collaborating effectively within a team environment.
- Fluent Mandarin and English, both written and spoken, are essential.
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Skills Required
- Bachelor's degree
- Master's degree
- Minimum 8 years of relevant experience in Corporate Access, Equity Sales, Investor Relations, Institutional Marketing, Financial Services, or a related field
- Strong understanding of Hong Kong and China equity markets and institutional investor-company interactions
- Experience building and managing relationships with corporates and institutional clients
- Strong project management, organizational, and execution skills
- Excellent attention to detail
- Ability to manage multiple priorities under pressure
- Strong communication, interpersonal, and stakeholder management skills
- Self-motivated, proactive, and able to work independently and collaboratively
- Fluent Mandarin and English, written and spoken
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







