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 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 Commercial Awareness Sales Management Leadership skills Problem Solving/Analytical ability Excellent command of spoken and written English Stay informed on CITIC CLSA Job Opportunities Not the right fit? You can create a job alert to receive our latest job openings that meet your interest. CITIC Securities International is a wholly owned subsidiary of CITIC Securities and its overseas business platform. Our award-winning research, extensive footprint in Asia, direct links to China and highly experienced finance professionals set us apart within the industry. As part of CITIC Securities (SSE: 600030, SEHK: 6030), China’s leading investment bank, CITIC Securities International is uniquely positioned to facilitate cross-border capital flows and connect China to the world and the world to China. CITIC Securities International operates from 13 countries across Asia, Australia, Europe and the Americas. We offer comprehensives financial solutions to a large and diverse client base that includes global institutional investors, corporations, governments and high-net-worth individuals.

Junior Regional / APAC Institutional Equity Sales.

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