VP/Associate - Institutional Equity Sales

CMBI (SINGAPORE) PTE. LIMITED; Singapore; On-site; SGD 120,000 - 190,000; Full time

Job summary

CMBI (SINGAPORE) PTE. LIMITED is seeking an experienced client-focused sales professional to expand relationships with institutional accounts across the Singapore market.

You will present investment opportunities, pitch research and products, and conduct client meetings to address needs and follow up on requests. The role covers regional market coverage, implements sales plans, and supports day-to-day client activities and strategic initiatives.

Qualifications

• Minimum 5 years in equity sales or related field.
• Experience with institutional clients is essential.
• Knowledge of equity financing and structured products is a plus.
• Ability to understand client investment needs and respond quickly.

Responsibilities

• Expand and establish relationships with institutional accounts (funds, banks, family offices).
• Present investment opportunities, pitch research and deals, meet clients and follow up on requests.
• Cover the designated market and region; execute sales plans to meet targets.
• Support the team on daily client activities and strategic initiatives.

Skills

Mandarin fluency

English fluency

Institutional sales

Relationship management

Equity products knowledge

Communication skills

Presentation skills

Job description

Job Description

• Expand and establish good business relationship with institutional accounts (e.g. Mutual funds/Hedge funds/Insurance/Pensions/Banks/Family offices)
• Present investment opportunities on products and services (e.g. research/primary & secondary deals/other products) to clients based on their needs Pitch equity research and ideas, conduct client meetings/calls, address client requests and follow up tasks
• Cover the designated market and region, prepare and execute sales plan, act as a productive resource by meeting expectation and target set by the team and the organisation.
• Support the team on day-to-day client activities and strategic initiatives

Requirements

• At least 5 years' experience in the industry with insightful knowledge of regional markets and institutional clients
• Profound knowledge in products & services in the equity universe, expertise in equity related business such as equity financing and structured products is a plus.
• Good track record of covering institutional clients, a coverage of regional family offices and corporates is a plus.
• Customer-oriented and able to identify client's investment behaviour and orientation
• Excellent interpersonal skills and high fluency in Mandarin and English as incumbent needs to liaise with HO colleagues and clients
• Confident, able to work independent and under pressure