Sales Support Specialist

4 days ago


Hong Kong Island, Hong Kong SAR China Selby Jennings Full time
Sales Support/Client Onboarding - Trust Company

Key Responsibilities:

  • We collaborate with Business Development Directors to craft proposals and letters of engagement for new business opportunities.
  • New clients are informed about due diligence and other requirements for new client acceptance.
  • We create and customize external sales presentations as needed, including pitch decks and key onboarding documents.
  • Our team ensures accurate product information and referrals by updating and maintaining Microsoft Dynamics 365 with all new, won, and lost opportunities.
  • Incoming funds for new business cases are tracked and recorded.
  • External sales meetings with existing and potential contacts are coordinated and attended.

Requirements:

  • Around 5 years of working experience is required.
  • A recognised university or relevant professional qualification is necessary.
  • The ability to communicate effectively in English, Cantonese and Mandarin is essential.
  • Experience with MS PowerPoint, Excel, Word, Dynamics 365 and vPoint is a must.
Level of Seniority

Mid-Senior level

Employment Type

Full-time

Job Function

Finance

Industries

Trusts and Estates



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