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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