Institutional Sales, Sales

Position Description    

Responsible for the development of business relationships and maximising revenues and servicing clients on daily basis; promote and market CLSA products.

Key Areas of Responsibilities

• Generate revenue

• Pitch stock ideas, industry trends and research analysis to investors

• Promote analysts; increase their connectivity with clients via phone calls and meetings

• Manage specialist sales and analysts in coverage and service of regional accounts as account manager

• Raise and maintain revenue and rankings with regional long-only and hedge fund accounts

• Facilitate distribution of CITICS products internally and externally

• Promote events, conferences and visits to the Philippines (foreign investors); push for payback of such events

• Organize and lead investor field trips for both domestic & foreign accounts

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