Responsibilities

Institutional Clients Stream:

• Identify new business opportunities with potential clients, such as institutional clients, corporate clients and distribution channels and build relationships via sales and marketing activities including fund briefings, client seminars and business events.
• Responsible for introducing and developing potential clients to achieve sales targets;
• Establish and maintain client relationships by understanding their special needs, handling their inquiries and complaints in a timely manner;
• Responsible for distributing research reports, coordinating client requests for research, projects, specific products and services (conference calls, corporate roadshows, strategy seminars, conference one on ones etc.); and
• Handle other ad hoc projects.

Listed Companies Stream:

• Responsible for exploring listed companies and achieving sales targets, including stock custodian, stock pledge financing, private placement and bond issuance & underwriting;
• Establish and maintain client relationships by understanding their special needs, handling their inquiries and complaints in a timely manner;
• Liaise with research analysts and help manage the investor marketing process (conference calls, corporate roadshows, strategy seminars, etc) to enhance the communication between listed companies and institutional clients; and
• Handle other ad hoc projects.

Requirements

Both Streams:

• Bachelor degree or above in finance or business-related studies;
• With clean disciplinary records;
• Outstanding team player with solid financial knowledge, strong interpersonal skills, ability to build trust and confidence among clients and colleagues;
• 3+ years of experience in securities firms or other financial institutions, previous equity research experience preferred;
• With institutional clients’ resources preferred;
• Strong work ethic and highly self-motivated;
• Strong oral and written communication skills both in English and Chinese with fluency in Putonghua along with good listening skills;
• Work experience in Chinese securities firm preferred; and
• Strong skills in MS Office (Excel / PowerPoint / Word).

Listed Company Stream:

• Previous ECM project experience preferred; and
• With listed company and project resources preferred.