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Corporate Access Manager, Sales

Corporate Access Manager, Sales

CITIC CLSAKuala Lumpur, Kuala Lumpur, Malaysia
2 days ago
Job description

Corporate Access Manager, Sales

CITIC CLSA Kuala Lumpur, Malaysia

The primary responsibilities of this position are 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 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.
  • Assist with event setups / management – venue origination and set-up, vendor engagement, and cost management.

    • Database Management

  • Maintain an up-to-date corporate database as well as events schedule, including a Master List of all CLSA Malaysia events and regional events involving Malaysia clients and corporates.

    • Client & Corporate Requests

  • Assist with all client meeting requests, including 1x1 meetings with corporates, specialist speakers, government bodies, etc.
  • Assist with client RFIs for all corporate access related requests.

    • Others

  • Travel management – coordinate domestic and international travel for front office staff, including flight, hotel, and car rental reservations.
  • Travel – the candidate will also travel for CLSA conferences across APAC when required.
  • Act as the key liaison for all corporates and speaker needs at CLSA engagements.

    • Requirements

  • Bachelor’s Degree or above in Accounting, Commerce, Finance, or Marketing.
  • Minimum 5 years of relevant experience in a similar role at an investment bank or investment manager, and / or experience as an Investor Relations Coordinator, Research Assistant, Sales Assistant, or Corporate Marketing.
  • Excellent command of written and spoken English / Bahasa. Mandarin an advantage but not required.
  • Excellent interpersonal sensitivity and communication skills to both internal and external clients.
  • Confident in dealing with clients and senior management.
  • High attention to detail.
  • Strong organizational skills, self‑motivated, and proactive.
  • Ability to work under pressure and sometimes outside of regular hours during busy periods.
  • Proficiency in Microsoft Office applications.

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

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