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Account management

Corporate Access Manager, Sales

CITIC CLSA logoCITIC CLSASeoulFull-timeListed 8mo ago

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The posting

Key Areas of Responsibilities

  • Develop and execute a corporate access strategy to strengthen relationships with institutional investors, corporates, analysts, and market intermediaries.
  • Plan, coordinate, and manage a range of investor engagement activities - including non-deal roadshows, conferences, site visits, group tours, access days, expert meetings, and bespoke one-on-one interactions - in collaboration with Sales, Research, and Investor Relations.
  • Oversee all aspects of event logistics, such as scheduling, travel arrangements, accommodation, materials preparation, equipment setup, and diary management, ensuring seamless coordination between corporates and clients.
  • Serve as a key liaison with investment banks, brokerage firms, and other market participants to facilitate introductions and relationship building.
  • Maintain and update corporate access calendars, CRM systems, and relevant databases; track attendance, collect feedback, and report on activity metrics.
  • Monitor market trends, peer activity, and investor sentiment to inform strategic engagement initiatives.
  • Ensure events and communications comply with regulatory disclosure requirements and internal policies.
  • Contribute to flagship investor forums and other high-profile events, including corporate invitations and pitching in partnership with Research.
  • Manage budgets, validate invoices, and produce regular reports for management on corporate access activity and outcomes.

Requirements

  • Bachelor’s degree in Finance, Business, Communications, or related field (Master’s preferred).
  • 5+ years of experience in investor relations, corporate access, capital markets, or related role.
  • Strong understanding of equity markets, investment community dynamics, and corporate communications.
  • Exceptional organizational skills with the ability to manage multiple projects and deadlines.
  • Excellent written and verbal communication skills; ability to prepare executive-level materials.
  • Proficient in Microsoft Office and CRM software; familiarity with tools like Bloomberg, IR platforms, or event management systems.
  • Ability to work with senior executives and external stakeholders with professionalism and discretion.

Key Competencies

  • Stakeholder management and relationship-building skills.
  • Event planning and project management expertise.
  • Strategic thinking combined with attention to detail.
  • High integrity and discretion in handling sensitive information.
  • Flexibility to travel and work across time zones as needed.
  • Adaptability to diverse projects and new business areas

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Taken from CITIC CLSA's own posting, last seen live on 13 Nov 2026.

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About CITIC CLSA

The international arm of CITIC Securities, selling Asian equity research and execution, fixed income, currencies and commodities, equity derivatives, fund administration, asset management and wealth products to institutional investors, corporates and private clients.

Pay schedule: Salaried employment with a variable component the postings leave unstated; client-facing seats require a securities licence (Series 7 with 63 or 66 in New York, SFC registration in Hong Kong).

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