Junior Regional

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 e...