Key Areas of Responsibilities
- Work closely with Sales, Analysts, on-shore Corporate Access counterparts, and Hong Kong / China corporates in coordinating roadshows, expert meetings, access days, forums and other corporate access events.
- Liaise with Sales, Clients and Corporates for bespoke requests, i.e. trips, one to one calls / meetings, expert meetings etc.
- Plan with Sales and Research for group tour and access days pipeline
- Specific responsibility for the overall management of Corporate Access events including:
- booking travel, accommodation and ground transportation
- ensuring that necessary materials / equipment are available
- arranging event diaries in liaison with Corporates and Clients
- entering details into relevant CLSA systems
- validating invoices
- Corporate invitation to our flagship conferences, especially Investor Forum in Q3 each year
- Developing relationships with HK/China companies for corporate pitching, working closely with Research and Investment Banking where required
- Developing relationships with on-shore Sales, Analysts and Corporate Access teams
- Production and participation of regular management reporting and meetings
Requirements
- Bachelor’s degree, ideally in Marketing, Communications or a related discipline
- 5+ years of previous related experience (such as buy/sell side, investor relations in a listed company)
- Strong IT skills, e.g. Excel, PowerPoint
- Relevant working experience of working with corporate management and IR
- Good understanding of local culture
- Ability to multi-task and prioritise
- Strong organisational skills and detail oriented
- Fluency in English and Mandarin
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What We Do
CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform.
Established in Hong Kong in 1986, CITIC CLSA is Asia’s leading capital markets and investment group, committed to driving the growth strategies of global institutional investors, corporations, governments and high-net-worth individuals.
CITIC CLSA’s award-winning research, extensive Asia network, direct links to China and highly experienced financial professionals set CITIC CLSA apart from global investment banks and regional players.
Over three decades, CITIC CLSA has built an extensive Asia network with deep local knowledge and connections. Globally, we operate from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit clsa.com
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