Institutional Sales, Sales

4 days ago

Sydney, New South Wales, Australia CLSA Full time $150,000 - $200,000 per year

Position Description

We are looking for an experienced Institutional Research Salesperson. The role involves working with CITICS/CLSA sales team in the distribution of Australian and Offshore research product to institutional clients in Australia and offshore.

Key Areas of Responsibilities

  • Account management for Australian and 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

  • 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 5 years experience in equity research sales .

  • Strong analytical 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.

  • Fluent in both spoken and written English.

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