About this role
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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