Associate Director, Institutional Equity Sales, Sales
at CLSA LimitedCE AAB893
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Job description
Key Areas of Responsibilities
Responsible for deepening existing client relationship, as well as developing new clients and bring incremental revenue to the platform
Follow up new account opening process, address client requests and inquiries, manage daily operational tasks, and ensure timely execution of all activities.
Attend morning meetings and conduct daily advisory coverage for institutional clients including roadshows, tours and webinars
Have a comprehensive understanding of various cross assets products offered by the company and be able to provide tailored solutions based on the specific needs of clients.
Engage in internal and external business development activities, identify innovative and trending financial products, and raise requests to the product team.
Demonstrate strong integrity, a sense of compliance, and a willingness to learn and grow
Contribute to increasing the company’s brand and product awareness among various clients, as well as expanding market share and penetration
Manage ad-hoc projects as needed.
Requirements
Bachelor's degree above in Finance or related discipline
5-10 years of Institutional Equity sales/Prime brokerage sales experience
Strong client development skills. Candidates with existing client resources, especially international LO & HF, are preferred.
Idea & content driven sales are preferred.
Experienced in global account management are preferred
Excellent attention to detail and exceptional communication skills.
Ability to multitask and adapt to various requests and deadlines.
Proficient in both spoken and written English and Mandarin.
University degree holder preferably in Business Administration, Banking, Finance, Accounting, Engineering or a related field.
SFC licensed with Type 1, knowledgeable about local regulatory and compliance requirements.
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Licensed entities behind this employer
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CLSA LimitedCE AAB8931370 licensed staffLicence types 1, 4, 7
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CITIC Securities (Hong Kong) LimitedCE AAK249950 licensed staffLicence types 4, 6
Check the firm's licence types, headcount trend and where its people come from and go before you apply.
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