Junior Regional / APAC Equity Sales, Sales

CLSA; Singapore; On-site; SGD 140,000 - 210,000; Full time

Job summary

CLSA is seeking a Regional Institutional Sales professional to develop and monetize relationships with institutional accounts across Asia. You will work with research and sales traders to communicate insights, advise on investment opportunities, and drive revenue growth.

The role requires building Top 3 broker rankings, executing account plans, and delivering tailored solutions for client needs while promoting CLSA's products and services.

Qualifications

• Institution Equities experience of at least 2 years.
• Bachelor’s Degree in Business/Finance or related disciplines.
• Knowledge of Asian companies and sectors.
• Understanding macro- and micro-economic factors affecting Asian equity markets.
• Experience with Research teams and Sales Traders for effective communication.
• Strong interpersonal skills with diverse backgrounds.
• Honest, open character and ability to build long-term trust.
• Willingness to take initiative and responsibility for group goals.
• Innovative thinking.
• Technical knowledge of the broking industry.
• Interpersonal sensitivity.
• Strong command of English, written and spoken.

Responsibilities

• Actively manage and monetize CLSA’s broker rankings with tier 1 and 2 accounts towards the Top 3.
• Develop and execute account plans to achieve that end.
• Gain deep understanding of client needs and coordinate service delivery.
• Build relationships with key client decision-makers.
• Raise CLSA personnel recognition across accounts.
• Understand monetization at each KRM/RM account and implement targets.
• Maintain/Develop Top 3 broker rankings with assigned accounts.
• Maximize client attendance at analyst/corporate/CLSA U roadshows.
• Identify opportunities to cross-sell CLSA and CITIC products.
• Support Corporate Finance activities and CIS data integrity.
• Attend morning meetings and client base meetings; promote the team.

Skills

Interpersonal skills

Relationship building

Analytical ability

Problem solving

English fluency

Proactivity

Innovative thinking

Honesty and trust

Education

Bachelor’s Degree in Business/Finance

Tools

CIS

Job description

The Regional Institutional Sales is responsible for the development of business relationships and maximizing revenues from assigned institutional accounts. The incumbent develops knowledge of client needs and requirements and coordinates efforts to service client organizations. The role typically works closely with the client’s investment and research personnel, presenting research services while advising clients on investment opportunities.

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

Requirements

• Institution Equities experience of at least 2 years. Fresh graduates may also be considered
• Bachelor’s Degree in Business/Finance or related disciplines
• A knowledge of Asian based companies and sectors
• An understanding of micro and macro-economic factors affecting Asian equity markets
• Experience working with Research teams and Sales Traders to ensure information is communicated and understood appropriately
• First class interpersonal skills and experience dealing with individuals from all backgrounds
• An honest, open character and the ability to build long term relationships of trust
• A willingness to take initiative and responsibility for group goals
• Innovative thinking
• Technical Knowledge of the Broking Industry
• Interpersonal Sensitivity
• Problem Solving/Analytical ability
• Excellent command of spoken and written English