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CI
Corporate Access Specialist(J19197)
CICC · 香港特别行政区
About The Role
- Lead end-to-end development and execution of a full spectrum of corporate access initiatives
- Key responsibilities include organizing investor conferences, corporate days, conference calls, field trips, and roadshows with logistics coordination
- Cultivate and maintain strong relationships with investors and corporate to facilitate timely and efficient meeting arrangements
- Work closely with Research and Investment Banking divisions to support corporate relationship-building initiatives
- Manage business data to create regular performance and activity reports
- 全面主导投研服务项目从发起到落地的全流程工作;
- 负责组织投资者会议、企业开放日、电话会议、实地考察及路演活动,并统筹相关后勤安排;
- 建立并维护与投资者及企业的良好关系,确保会议安排及时高效;
- 与研究和投资银行部门紧密合作,支持企业关系开发维护;
- 管理业务数据,定期生成绩效与活动报告。
Skills and Abilities
- Upright, humble, diligent with high moral values
- Effective communicator with proficiency in English and Mandarin (written and spoken)
- Highly motivated and attention to details
- Excellent interpersonal skills, good team player
- Customer-oriented mentality
- Excel in a fast-paced environment, adeptly prioritizing a high volume of client inquiries and internal coordination tasks
- Extensive knowledge of Word, Excel and PowerPoint
Qualifications
- A bachelor’s degree, preferably in marketing and communications
- 2+ years of relevant working experience, prior experience within a financial institution is highly advantageous
- 诚信正直、低调谦逊、艰苦奋斗,具备良好的道德品质;
- 本科及以上学历,市场营销、传播等相关专业优先;
- 2年以上相关工作经验,具备金融机构工作经验者优先考虑;
- 具备高效沟通能力,精通英语和普通话(书面与口语);
- 积极主动、注重细节;
- 优秀的人际交往能力,良好的团队协作精神;
- 以客户为中心的服务意识;
- 能适应快节奏工作环境,善于在大量客户咨询与内部协调任务中合理优先排序;
- 精通 Word、Excel 和 PowerPoint。
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