Manage CLSA's broker rankings by executing account plans, understanding client needs, and building relationships. Support Corporate Finance and ensure database integrity while promoting teamwork and idea generation.
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
- 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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Top Skills
Broking Industry
Cis
Financial Analysis
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