Position 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
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

Regional Institutional Sales, Sales