Corporate Access Manager, Sales
CITIC CLSA Kuala Lumpur, Malaysia
The primary responsibilities of this position are to work closely with both Research, Sales, and Regional Corporate Access teams to deliver a differentiated corporate access offering for both corporate and institutional clients.
Reporting locally to the Head of Sales.
Key Areas of Responsibilities
Corporate Relationship Ownership & Origination
- Serve as the primary relationship owner for a portfolio of corporates (C-level / IR teams), understanding their capital markets agenda and investor targeting priorities.
- Originate new corporate relationships (prospecting, outreach, pitching) to bring new corporates onto the firm’s access platform.
- Act as the liaison for investor meetings between corporate management and institutional investors.
Sales, Research, and Conference Marketing
- Design and coordinate non-deal roadshows, reverse roadshows, site visits, thematic trips, sector tours, investor days, and conference access.
- Assist with event setups/management – venue origination and set-up, vendor engagement, and cost management.
Database Management
- Maintain an up-to-date corporate database as well as events schedule, including a Master List of all CLSA Malaysia events and regional events involving Malaysia clients and corporates.
Client & Corporate Requests
- Assist with all client meeting requests, including 1x1 meetings with corporates, specialist speakers, government bodies, etc.
- Assist with client RFIs for all corporate access related requests.
Others
- Travel management – coordinate domestic and international travel for front office staff, including flight, hotel, and car rental reservations.
- Travel – the candidate will also travel for CLSA conferences across APAC when required.
- Act as the key liaison for all corporates and speaker needs at CLSA engagements.
Requirements
- Bachelor’s Degree or above in Accounting, Commerce, Finance, or Marketing.
- Minimum 5 years of relevant experience in a similar role at an investment bank or investment manager, and/or experience as an Investor Relations Coordinator, Research Assistant, Sales Assistant, or Corporate Marketing.
- Excellent command of written and spoken English/Bahasa. Mandarin an advantage but not required.
- Excellent interpersonal sensitivity and communication skills to both internal and external clients.
- Confident in dealing with clients and senior management.
- High attention to detail.
- Strong organizational skills, self‑motivated, and proactive.
- Ability to work under pressure and sometimes outside of regular hours during busy periods.
- Proficiency in Microsoft Office applications.
CITIC CLSA provides global investors and corporate executives with insights, liquidity and capital to drive their growth strategies.