Institutional Sales, Sales

Position Description

We are looking for an experienced Institutional Research Salesperson. The role involves working with CITICS/CLSA sales team in the distribution of Australian and Offshore research product to institutional clients in Australia and offshore.

Key Areas of Responsibilities

• Account management for Australian and Offshore Institutional clients

• Pitch stock ideas, industry trends and research analysis to investors

• Strong teamwork with both the Australian and Offshore Sales, research and trading teams

• Promote analysts - increase their connectivity with institutional clients 

• Idea generation ‐ Sales ideas to be created on top of marketing CLSA research product

• Promote CLSA/CITICS events, conferences and corporate roadshows

• Facilitate distribution of the CITICs product internally and externally

• Accompany clients on company visits

• Maintain sound working relationships with Corporates, Clients, the Government, and industry organizations

Requirements

• Bachelor degree or above in business related discipline, preferably with finance and/or accounting major.

• Over 5 years experience in equity research sales .

• Strong analytical skills.

• Strong excel/ spreadsheet skills.

• Attention to detail.

• Ability to work under pressure when required.

• Excellent interpersonal skills.

• High sense of commercial awareness.

• Excellent communication, relationship and management skills to both internal and external clients.

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