Institutional Sales, Sales

Reposted 16 Days Ago
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Sydney, New South Wales
Junior
Fintech • Payments • Financial Services
The Role
The Institutional Research Salesperson manages offshore institutional clients, pitches stock ideas, promotes CLSA research, and ensures strong team collaboration while maintaining client relationships.
Summary Generated by Built In

Position Description

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

Key Areas of Responsibilities

  • Account management for 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

  • Travel to Asia with corporates and analysts

  • 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 2 years experience in equity research sales.

  • Strong analytical and organisational 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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Top Skills

Excel
Spreadsheet
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The Company
London,
2,160 Employees
On-site Workplace
Year Founded: 1986

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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