Sales Support Specialist
4 days ago
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.
Mid-Senior level
Employment TypeFull-time
Job FunctionFinance
IndustriesTrusts and Estates
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