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Corporate Access Assistant, Sales

CITIC CLSAKuala Lumpur, Malaysia

17 days ago

Job description

Position Description

The primary responsibility of this position is to work closely with both the Sales and Research teams to deliver a differentiated corporate access offering for both corporate and institutional clients as well as fulfilling CLSA clients requests and expectations.

This position will report locally to the Head of Sales and functionally to the Head of Corporate Access.

Key Areas of Responsibility

Sales & Research Marketing
To assist sales and research to set up roadshows, sector days & trips including all other client related events
To create all events on internal portal with accurate details and update changes as and when necessary
To send schedule and reminders to all speakers and corporates
To send calendar invite to each client for each unique event
To set up zoom / conference call facilities for analysts roadshow and corporate meetings as well as ensuring that the calls start and end smoothly
To manage all transport arrangements for client trips, analyst marketing and corporate roadshows
To assist with the event set ups from venue to catering to managing registration desk
To help with the meetings invites and posters as and when necessary
To assist the team with any other ad hoc matters
Database and cost management
To maintain an up-to-date client and corporate database
To maintain a Master List of all CLSA Malaysia & Regional events
To take attendance of all guests including clients and corporates at each local event (physical event)
To update meeting attendees (physical and online) into internal portal
To maintain a list of all costs relating to CLSA Malaysia events
To raise invoices relating to sales and research events
Client & Corporate Requests
To assist with all client meeting requests. This applies to 1x1 with corporates, specialist speakers,t bodies etc
To ensure client bespoke trips run smoothly from getting meeting confirmation, to hotel / restaurant bookings to transport arrangement
To assist with clients Request for Information (RFI) relating to corporate access and events
Forums
To prepare and send out invitations to corporates and speakers
To be the key liaison for all corporates and speakers needs
To prepare and send out forum schedule to corporates and speakers
Administrative Matters
To help raise approvals for travel & entertainment for internal staff as and when necessary
To assist with bookings and transport arrangements when required
To ensure prompt claims submission for internal staff
To assist with monitoring and submission of Continuing Professional Education (CPE) points to the Securitiesmission (SC)
To help recce venues for events as well as ordering of door gifts where necessary

Requirements

Successful candidate with experience working within a similar role at another brokerage or investment management firm, and / or relevant experience as an Investor Relations Co-ordinator, Research Assistant, Sales Assistant, or Event Manager / Coordinator will be highly regarded

Goodmand of written and spoken English

Proficient in reading and writing in Mandarin / Malay Language is an added advantage

Excellentmunication skills to both internal and external parties

Confident in interacting with institutional clients and senior management of corporates / ernment institutions

High attention to detail is essential

Have strong organizational skills, is self-motivated and proactive

Ability to work under pressure and sometimes outside of regular work hours in busy periods

Proficiency in Microsoft Office applications

Job ID JR001387

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Sales Assistant • Kuala Lumpur, Malaysia