Expand and establish good business relationship with institutional accounts (e.g. Mutual funds/Hedge funds/Insurance/Pensions/Banks/Family offices)
Present investment opportunities on products and services (e.g. research/primary & secondary deals/other products) to clients based on their needs Pitch equity research and ideas, conduct client meetings/calls, address client requests and follow up tasks
Cover the designated market and region, prepare and execute sales plan, act as a productive resource by meeting expectation and target set by the team and the organisation.
Support the team on day-to-day client activities and strategic initiatives
Requirements
At least 5 years experience in the industry with insightful knowledge of regional markets and institutional clients
Profound knowledge in products & services in the equity universe, expertise in equity related business such as equity financing and structured products is a plus.
Good track record of covering institutional clients, a coverage of regional family offices and corporates is a plus.
Customer-oriented and able to identify client's investment behaviour and orientation
Excellent interpersonal skills and high fluency in Mandarin and English as incumbent needs to liaise with HO colleagues and clients
Confident, able to work independent and under pressure
