Develops and strengthens institutional client relationships for China-related equity products. Supports Chinese IPOs and placements, promotes research and advisory services, identifies new business opportunities, manages account issues, maintains client data in CIS, and communicates with investment, research, and sales trading teams. Requires knowledge of Chinese equities, strong client-service and communication skills, and fluency in English and Chinese.
Position Description
Key Areas of Responsibilities
Requirements
The China 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
- Support and help the team maintain strong client relationships and promote our advisory services, particularly in relation to the China products.
- Support the deal captain for all Chinese IPOs and placements, making sure all points of contact are covered.
- Identify opportunities and develop relationships on the Chinese product with our institutional clients
- Leverage existing relationships with institutional clients to promote the China products and help deepen the overall relationship.
- Identify and cultivate new clients. Implement account management issues as directed by the country head and head of sales
- 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
- At least Bachelor’s Degree or above in Business/Finance or related disciplines
- 0-3 years of relevant experience in Institutional Equities. Fresh graduates with relevant internship experience may be considered.
- Good knowledge and experience with Chinese equities (A.H, ADR)
- 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 written and verbal communication skills in both English and Chinese as this role would be required to communicate and explain product offering concepts to Greater China clients.
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