Key Areas of Responsibilities
Corporate Relationship Ownership & Origination
Serve as the primary relationship owner for a portfolio of corporates (C-level / Investor Relations teams), understanding their capital markets agenda, and investor targeting priorities.
Originate new corporate relationships (prospecting, outreach, pitching) to bring on new corporates onto the firm’s access platform.
Act as the liaison for investor meetings between corporate management and institutional investors.
Sales, Research, and Conference Marketing
Design and coordinate non-deal roadshows, reverse roadshows, site visits, thematic trips, sector tours, investor days, and conference access.
To assist with the event setups/management – venue origination and set-up, vendor engagement, cost management.
Database management
To maintain an up-to-date corporate database as well as events schedule, including maintaining a Master List of all CLSA Philippines events and regional events involving Philippines clients and corporates.
Client & Corporate Requests
To assist with all client meeting requests. This applies to 1x1 with corporates, specialist speakers, government bodies etc.
To assist with client RFIs for all corporate access related requests.
Others
Travel management - coordinating domestic and international travel for front office staff, including flight, hotel and car rental reservations.
Travel – the successful candidate would also be required to travel for CLSA conferences across APAC when required
To be the key liaison for all corporates and speakers needs at CLSA engagements
Requirements
Bachelor's Degree or above in an Accounting / Commerce / Finance / Marketing discipline
Minimum 5 years of relevant and stable experience working within a similar role at another Investment Bank or financial industry preferred, and/or relevant experience as an Investor Relations Co-ordinator, Research Assistant, Sales Assistant, or Corporate Marketing will be highly regarded
Sales marketing, event coordinator, corporate communications in other industries/sectors are welcome to apply
Good command of written and spoken English
Excellent interpersonal sensitivity. Excellent communication skills to both internal and external clients
Confident in dealing with clients and senior management
High attention to detail is essential
Have strong organizational skills, self-motivated and proactive
Ability to work under pressure and sometime outside of regular work hours in busy periods
Proficiency in Microsoft Office applications
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