Sales Support Specialist
4 weeks ago
Based in our Hong Kong office, this role is a key part of our sales function, supporting the growth of our wholesale client base. As a Sales Support Specialist, you will work closely with our sales teams to provide best-in-class service to our clients.
Key Responsibilities- Support the sales team by working with internal teams to provide excellent service to clients
- Work with the wholesale sales support team to generate efficiencies and adopt best practices
- Assist the sales team with pre-meeting preparation, including resource and presentation requests
- Coordinate post-meeting follow-ups, providing additional information as needed
- Tailor messaging and content for sales teams to use in client engagement
- Support sales campaigns with market data analysis and industry research
- Liaise with investment specialist teams and other subject matter experts to answer client queries
- Liaise with RFP and Presentation teams on completion and tailoring of DDQs, RFPs, and pitch books
- Ensure the integrity of client and prospect data in Salesforce
- Assist with local events and webinars as required
- Previous experience in Financial Services, preferably in Asset Management
- Interest in financial markets and investment funds
- Strong written, verbal, and interpersonal communication skills in Cantonese and English
- Excellent Windows-based software skills, including PowerPoint, Excel, Outlook, and Word
- Ability to interact with clients and stakeholders across the firm
- Significant initiative and attention to detail
We are committed to providing an inclusive workplace where all forms of difference are valued. We welcome enquiries from everyone and offer a culture that values meritocracy, fairness, and transparency.
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