About The Role

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

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

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