Corporate Access Assistant, Sales

Position Description

The primary responsibility of this position is to work closely with both the Sales and Research teams to deliver a differentiated corporate access offering for both corporate and institutional clients as well as fulfilling CLSA clients requests and expectations.

This position will report locally to the Head of Sales and functionally to the Head of Corporate Access.

Key Areas of Responsibility

- Sales & Research Marketing

• To assist sales and research to set up roadshows, sector days & trips including all other client related events

• To create all events on internal portal with accurate details and update changes as and when necessary

• To send schedule and reminders to all speakers and corporates

• To send calendar invite to each client for each unique event

• To set up zoom/conference call facilities for analysts roadshow and corporate meetings as well as ensuring that the calls start and end smoothly

• To manage all transport arrangements for client trips, analyst marketing and corporate roadshows

• To assist with the event set ups from venue to catering to managing registration desk

• To help with the meetings invites and posters as and when necessary

• To assist the team with any other ad hoc matters

- Database and cost management

• To maintain an up-to-date client and corporate database

• To maintain a Master List of all CLSA Malaysia & Regional events

• To take attendance of all guests including clients and corporates at each local event (physical event)

• To update meeting attendees (physical and online) into internal portal

• To maintain a list of all costs relating to CLSA Malaysia events

• To raise invoices relating to sales and research events

- Client & Corporate Requests

• To assist with all client meeting requests. This applies to 1x1 with corporates, specialist speakers, govt bodies etc

• To ensure client bespoke trips run smoothly from getting meeting confirmation, to hotel/restaurant bookings to transport arrangement

• To assist with clients Request for Information (RFI) relating to corporate access and events

- Forums

• To prepare and send out invitations to corporates and speakers

• To be the key liaison for all corporates and speakers needs

• To prepare and send out forum schedule to corporates and speakers

- Administrative Matters

• To help raise approvals for travel & entertainment for internal staff as and when necessary

• To assist with bookings and transport arrangements when required

• To ensure prompt claims submission for internal staff

• To assist with monitoring and submission of Continuing Professional Education (CPE) points to the Securities Commission (SC)

• To help recce venues for events as well as ordering of door gifts where necessary

Requirements

• Successful candidate with experience working within a similar role at another brokerage or investment management firm, and/or relevant experience as an Investor Relations Co-ordinator, Research Assistant, Sales Assistant, or Event Manager/Coordinator will be highly regarded

• Good command of written and spoken English

• Proficient in reading and writing in Mandarin/Malay Language is an added advantage

• Excellent communication skills to both internal and external parties

• Confident in interacting with institutional clients and senior management of corporates/ government institutions

• High attention to detail is essential

• Have strong organizational skills, is self-motivated and proactive

• Ability to work under pressure and sometimes outside of regular work hours in busy periods

• Proficiency in Microsoft Office applications

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