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

1. Generate revenue
2. Pitch stock ideas, industry trends and research analysis to investors
3. Promote analysts; increase their connectivity with clients via phone calls and meetings
4. Manage specialist sales and analysts in coverage and service of regional accounts as account manager
5. Raise and maintain revenue and rankings with regional long-only and hedge fund accounts
6. Facilitate distribution of CITICS products internally and externally
7. Promote events, conferences and visits to the Philippines (foreign investors); push for payback of such events
8. Organize and lead investor field trips for both domestic & foreign accounts
9. Champion CLSA in external broker polls
10. Serve as deal captain on various fund raisings, work closely with syndicate and ECM

Requirements

1. Bachelor degree holder or above in Finance or related discipline(s)
2. Minimum 3 years of relevant experience in investment banking sector or financial industry, with focus in regional sales
3. Able to adapt in a multi-cultural environment
4. Good team player and passionate about the Finance industry
5. Strong interpersonal, people management and negotiations skills
6. Good communication in written and spoken English