Institutional Sales
CITIC CLSA
Institutional Sales
CITIC CLSA
Asia-focused capital markets and investment group
Position Description
Responsible for the development of business relationships and maximising revenues and servicing clients on daily basis; promote and market CLSA products.
Key Areas of Responsibilities
Generate revenue
Pitch stock ideas, industry trends and research analysis to investors
Promote analysts; increase their connectivity with clients via 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 distribution of CITICS products internally and externally
Promote events, conferences and visits to the Philippines (foreign investors); push for payback of such events
Organize and lead investor field trips for both domestic & foreign accounts
Champion CLSA in external broker polls
Serve as deal captain on various fund raisings, work closely with syndicate and ECM
Requirements
Bachelor degree holder or above in Finance or related discipline(s)
Minimum 3 years of relevant experience in investment banking sector or financial industry, with focus in regional sales
Able to adapt in a multi-cultural environment
Good team player and passionate about the Finance industry
Strong interpersonal, people management and negotiations skills
Good communication in written and spoken English
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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.
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