Regional Institutional Sales, Sales

CLSA; Singapore; On-site; SGD 180,000 - 280,000; Full time

Job summary

CLSA in Singapore seeks an experienced Regional Institutional Sales professional to develop relationships with institutional accounts and maximize revenues. The role collaborates with investment and research teams to present research services and advise on investment opportunities.

The incumbent will monetize broker rankings, implement client contact targets, and participate in client roadshows, while supporting Corporate Finance activities and maintaining client data integrity.

Qualifications

• 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.

Responsibilities

• Actively manage and monetize CLSA’s broker rankings with tier 1 and 2 accounts towards the Top 3.
• Develop account plans to achieve ranking goals.
• Understand client needs and build relationships with key decision makers.
• Cross-sell CLSA and CITIC products.
• Support Corporate Finance activities.
• 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.

Skills

Interpersonal skills

Leadership

Problem-solving

Client service

Self-starter

Team player

Broking industry knowledge

English proficiency

Education

Bachelor’s Degree or above in Business/Finance or related disciplines

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

• 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