Senior Executive, Institutional Sales - Securities

JOB PURPOSE

- The Senior Executive will support the Institutional Equities Sales team in servicing institutional clients by delivering market insights, facilitating client requests, and promoting research and product offerings.

- This role supports the business by ensuring quality client coverage, contributing to idea generation, and helping drive institutional flows through timely coordination with internal teams.

JOB DESCRIPTION

1. Products Market Analysis & Services

- Monitor market trends, competitor activities, and financial product developments, ensuring clients are informed about investment opportunities and solutions

- Support sales and research requests on market trends & intelligence to effectively address clients’ queries and deliver sales products & services

- Coordinate interactions between clients and analysts

*** Outcomes:

+ High-quality market (flows, macro, corporate news, etc.) analysis with actionable insights

+ KPI-based & subject to fit to Senior Executive level

2. Business Development & Sales Execution Support

- Assist in new institutional clients’ onboarding, leveraging networks and market intelligence

- Track and follow up on corporate access and placement interests

- Assist senior sales in implementing targeted strategies to approach and onboard new clients

*** Outcomes:

+ Smooth coordination between sales, trading and research

+ Timely execution and communication

+ KPI-based & subject to fit to Senior Executive level

3. Client Relationship Management

- Support senior sales in managing day-to-day institutional client needs and requests

- Distribute timely research and market updates to clients

- Maintain relationships with clients, ensuring satisfaction and loyalty

*** Outcomes:

+ Timely delivery of research and updates

+ Increased client engagement and responsiveness

+ KPI-based & subject to fit to Senior Executive level

4. Sales Strategy & Execution

- Support in developing and executing sales’ strategies

- Promote products such as market updates, research reports, block deals, and trading ideas/investment opportunities to clients

*** Outcomes:

+ Enhanced client engagement and product visibility

+ KPI-based & subject to fit to Senior Executive level

5. Client Coverage & Portfolio Management

- Comprehensive coverage for assigned institutional clients, including providing bespoke services tailored to their investment strategies.

- Assist in overseeing account mapping and ensure client coverage is up-to-date and accurate.

*** Outcomes: High level of client satisfaction and accurate account coverage.

Other tasks/ad-hoc tasks assigned by respective line manager/HoD

1. Education

- Bachelor’s degree from a well-regarded institution in Finance, Economics, Business Administration or related fields

- Must hold or be willing to obtain a valid SSC Broking License

- Additional certifications/coursework in financial markets would be a plus

2. Experience

- 3–5 years of experience in institutional sales, equity research, client servicing, or capital markets role

- Prior exposure to institutional clients or equity markets is highly preferred

3. Skills & Competencies

- Solid knowledge of Vietnam stock market and macro trends

- Ability to adapt and learn quickly in a fast-paced environment

- Solid communication and presentation skills (both verbal and written)

- Excellent in English (verbal and writing)

- Knowledge of relevant programs such as MS Office (i.e. PowerPoint, Excel, PowerBI, etc.), data providers (i.e. Fiinpro, Bloomberg, etc.) is a major plus

- Organized, detail-oriented, and able to multitask under pressure