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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