CLSA Logo

CLSA

Institutional Sales, Sales

Reposted 3 Days Ago
Be an Early Applicant
In-Office
Sydney, New South Wales
Junior
In-Office
Sydney, New South Wales
Junior
The Institutional Research Salesperson manages offshore institutional clients, pitches stock ideas, promotes CLSA research, and ensures strong team collaboration while maintaining client relationships.
The summary above was generated by AI

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.

Stay informed on CITIC CLSA Job Opportunities

Not the right fit? You can create a job alert to receive our latest job openings that meet your interest.

Top Skills

Excel
Spreadsheet

Similar Jobs

3 Days Ago
In-Office
Sydney, New South Wales, AUS
Junior
Junior
Fintech • Payments • Financial Services
The Institutional Sales role involves managing client relationships, growing a client base, and driving revenue from institutional customers, primarily in the finance sector.
An Hour Ago
In-Office or Remote
Sydney, New South Wales, AUS
Senior level
Senior level
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
The Senior Product Manager will enhance the Jira Workspace experience by collaborating with stakeholders, conducting research, and overseeing the product lifecycle to meet customer needs and business goals.
Top Skills: AIData AnalyticsJIRA
4 Hours Ago
In-Office
Sydney, New South Wales, AUS
Senior level
Senior level
Aerospace • Artificial Intelligence • Hardware • Robotics • Security • Software • Defense
Manage onboarding processes, develop training programs, ensure compliance, and formulate HR policies for Anduril's operations in APAC.
Top Skills: Hris Systems (Rippling Preferred)

What you need to know about the Sydney Tech Scene

From opera to comedy shows, the Sydney Opera House hosts more than 1,600 performances a year, yet its entertainment sector isn't the only one taking center stage. The city's tech sector has earned a reputation as one of the fastest-growing in the region. More specifically, its IT sector stands out as the country's third-largest, growing at twice the rate of overall employment in the past decade as businesses continue to digitize their operations to stay competitive.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account