Corporate Access Manager, Sales

2 days ago

Kuala Lumpur, Kuala Lumpur, Malaysia CITIC Securities International Company Limited Full time

CITIC CLSA provides global investors and corporate executives with insights, liquidity and capital to drive their growth strategies.

Award-winning research, an extensive Asia footprint, direct links to China and highly experienced finance professionals differentiate our innovative products and services in asset management, corporate finance, equity and debt capital markets, securities and wealth management.

As part of CITIC Securities (SSE: 600030, SEHK: 6030), China's leading investment bank, CITIC CLSA is uniquely positioned to facilitate cross-border capital flows and connect China to the world and the world to China.

CITIC CLSA operates from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit

Position Description

The primary responsibilities of this position is to work closely with both Research, Sales, and Regional Corporate Access teams to deliver a differentiated corporate access offering for both corporate and institutional clients.

Reporting locally to the Head of Sales.

Key Areas of Responsibilities

Corporate Relationship Ownership & Origination

  • Serve as the primary relationship owner for a portfolio of corporates (C-level / IR 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 Malaysia events and regional events involving Malaysia 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 experience working within a similar role at another Investment Bank or Investment Manager preferred, and/or relevant experience as an Investor Relations Co-ordinator, Research Assistant, Sales Assistant, or Corporate Marketing will be highly regarded
  • Excellent command of written and spoken English / Bahasa. Mandarin would be an advantage but not necessary.
  • 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
  • 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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