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
Stay informed on CITIC CLSA Job Opportunities
Not the right fit? You can create a job alert to receive our latest job openings that meet your interest.
Similar Jobs
Artificial Intelligence • Cloud • Security • Software
Own and grow a focused enterprise book across Singapore and Malaysia (>$1B accounts). Carry quota, expand existing accounts, acquire new logos, localize enterprise GTM playbooks, build partnerships and regulatory relationships, and operate as a hands-on builder in an early scaling phase.
Top Skills:
AIClaude CodeCodexCursorDevinDevOpsGeminiGithub CopilotSdlcSonar Context AugmentationSonarqubeSonarsweep
Blockchain • Fintech • Payments • Financial Services • Cryptocurrency • Web3
Lead growth and adoption strategy for USYC by sourcing, structuring, and closing strategic partnerships across exchanges, custodians, prime brokers, asset managers and fintechs. Influence product strategy, launch integrations (yield, treasury, earn), and coordinate with Product, Legal, Compliance, and Operations to deliver commercial implementations and expand distribution and utility of USYC.
Top Skills:
ArcBlockchainCircle Payments NetworkCustodiansExchangesOn-Chain Financial ProductsPrime BrokersProgrammable BlockchainStablecoinTokenized Money Market FundUsdcUsyc
Artificial Intelligence • Fintech • Payments • Business Intelligence • Financial Services • Generative AI
Lead design and implementation of a next-generation billing platform. Architect and develop microservice components, ensure high concurrency, availability and performance, collaborate with product and cross-functional teams, introduce new technologies, and build/manage the technical team and coding standards.
Top Skills:
DockerGradleHTTPJavaJava 8Java Multi-ThreadingJSONMavenNioRestSpringSpring BootTcp/IpXML
What you need to know about the Singapore Tech Scene
The digital revolution has driven a constant demand for tech professionals across industries like software development, data analytics and cybersecurity. In Singapore, one of the largest cities in Southeast Asia, the demand for tech talent is so high that the government continues to invest millions into programs designed to develop a talent pipeline directly from universities while also scaling efforts in pre-employment training and mid-career upskilling to expand and elevate its workforce.
