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Institutional Sales, Sales

Job Description - Institutional Sales, Sales

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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