Institutional Sales, Sales

1 week ago

Sydney, New South Wales, Australia CLSA Full time $120,000 - $180,000 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.

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