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CITIC CLSA

Asia-focused capital markets and investment group

Institutional Sales - Sales

Sales & TradingConfirmed live in the last 24 hours
Full-timeManila, Metro Manila, PhilippinesNo salary listedIn-person

About the Job

Requirements

  • A bachelor degree or above in Finance or a related discipline is required.
  • At least 3 years of relevant experience in investment banking or the financial industry, focused on regional sales, is required.
  • Ability to adapt to a multicultural environment is required.
  • Strong interpersonal, people management, and negotiation skills are required.
  • Good written and spoken English communication is required.

Responsibilities

  • Develop business relationships, maximize revenue, service clients daily, and promote and market company products.
  • Generate revenue.
  • Pitch stock ideas, industry trends, and research analysis to investors.
  • Promote analysts and increase their connectivity with clients through phone calls and meetings.
  • Manage specialist sales and analysts in coverage and service of regional accounts as account manager.
  • Raise and maintain revenue and rankings with regional long-only and hedge fund accounts.
  • Facilitate internal and external distribution of products.
  • Promote events, conferences, and visits to the Philippines for foreign investors, and drive payback from those events.
  • Organize and lead investor field trips for domestic and foreign accounts.
  • Represent the company in external broker polls.
  • Serve as deal captain on various fundraisings and work closely with syndicate and equity capital markets.

About the Company

CITIC CLSA

Asia-focused capital markets and investment group

CITIC CLSA provides capital markets and investment services in Asia and beyond, supporting global institutional investors, corporations, governments, and high-net-worth individuals. The company uses its award-winning research, extensive Asia network, and direct links to China to help clients access and invest in Asian markets. Its team operates across 13 countries in Asia, Australia, Europe, and the Americas, combining local knowledge with international reach. This mix helps clients execute deals, conduct in-depth market analysis, and grow their investment portfolios through China and Asia-focused opportunities. What sets CITIC CLSA apart is its deep regional network and China connections, which contrast with broader global banks and smaller regional firms. The goal is to enable clients to grow by leveraging Asia’s markets and China’s opportunities through expert advisory, research, and execution across the globe.

Company size
1,001-5,000
Company stage
Not listed
Total funding
$834.9M
Headquarters
Central and Western District, Hong Kong
Founded
1986

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