CLIENT:
Our client is a Leading Capital Markets & Investment Group.
JOB DESCRIPTION
- This is a structured development program designed to build well-rounded capital markets professionals. The role begins with a client-facing sales foundation and offers a defined pathway into Equity Sales Trading for high-performing candidates. Prior experience in financial services is an advantage but is not required.
- The first phase of the role focuses on institutional sales coverage: building client relationships, distributing research, and developing market knowledge across the Philippine equity landscape. High performers with the aptitude and interest will have the opportunity to rotate into the trading desk, gaining exposure to order execution, market microstructure, and best execution disciplines. We’re looking for someone who is genuinely curious about markets, coachable, and hungry enough to earn both seats.
- This isn’t a standard sales associate slot. It’s a deliberate attempt to develop someone with a full equities desk skill set. Client franchise on one side, execution capability on the other. If you want to understand how institutional markets actually work from both ends of the trade, this is the role.
- Key Areas of Responsibilities: What You’ll Do (Sales Phase)
- Cover and service institutional accounts. Long-only funds, hedge funds, and regional investors
- Distribute CLSA/CITICS research, pitch stock ideas, and flag market-moving themes
- Coordinate analyst access, roadshows, investor field trips, and conference logistics
- Support deal flow as needed. ECM transactions, syndicate, and capital markets events
- Build and maintain revenue rankings with regional accounts
- Champion CLSA in external broker polls
- What You’ll Build Toward (Trading Phase)
- Execution of client orders across the Philippine equity market
- Market intelligence flow. tracking liquidity, positioning, and block activity
- Cross-selling CLSA execution products and solutions to the institutional client base
- Working closely with global execution desks and internal sales & research teams
JOB QUALIFICATION
- Bachelor’s degree in any discipline. A Finance degree is an advantage but not a requirement.
- At least 2 years of experience in a client-facing, fast-paced environment, such as financial services, consulting, sales, or similar roles involving multiple stakeholders.
- Demonstrated ability to build and nurture strong client relationships.
- Highly organized, proactive, and capable of managing competing priorities while delivering results.
- Excellent written and spoken English communication skills.
- Bloomberg or market data experience is a bonus.
- SEC license (equities/fixed income) is an advantage but not required
ACTIVE DATES
Urgent hiring!
