Equity Sales Manager

Job Purpose:

The Equity Sales Manager provides efficient and accurate support through financial modeling, market research & screening, due diligence, investment summaries and portfolio management to improve revenue and profit

Responsibilities

• Assist with trade booking, processing, and client service queries.

• Develop desk marketing materials, pitch books and supporting client meetings and roadshows.

• Assist with client onboarding processes liaising with clients and internal support groups.

• Monitor ongoing market opportunity, and client structure.

• Understand and analyse client's demand and investment objective.

• Liaise with structuring desk to propose idea generation.

• Illustrate trade strategies and ideas to clients.

• Follow up progress and holdings closely till execution and provide proper after-trade service.

• Main coverage of asset managers, trust & insurance companies and other non-banking institutions including corporates.

• Liaise with equity research analysts, host corporate, and participate in marketing and roadshow events.

• Collaborate with marketing, product origination and legal to assist in the development of, or sourcing of client and internal materials necessary to communicate the business message.

• Create Sales Guides and other materials for new product launches.

• Ensure proper approvals from legal, risk, and compliance as required prior to trading.

• Develops, maintains, and monitors pricing models and initiates trade corrections/price improvements as necessary.

• Assist the team with analyst marketing and corporate events.

• Uphold company values throughout business practices and utilise sound judgment in decision making.

• Any other additional duties as may be required by management based on needs of the business.

Qualifications

• A minimum of 5 to 7 years of Equity Derivative Sales experience

• Proven experience in previous financial services industry

• Relevant Bachelor's degree in related field.

• Master's degree will be advantageous.