Senior Manager, Sales Support
Core
Support the Hong Kong Partnership Development Team in client and product activities, building relationships with internal stakeholders to ensure effective sales strategy and collateral delivery.
Role type
Senior Manager, Sales Support
Builds
Sales strategies, client pitch materials, RFP/RFI documents, onboarding documentation, and marketing content.
Domain
Asset Management / Financial Services
Deliverable
product features
Required skills
Client services, sales support, RFP/RFI preparation, stakeholder collaboration, customer service (KYC/DDQ), event coordination, product content creation
Preferred skills
Knowledge of Asset Management investment products, Morningstar Direct, Bloomberg, Salesforce
Responsibilities
Provision of sales support to Client Advisors, preparation of materials for client pitching, RFP/RFI preparation, coordination of client functions (meetings/events), collaboration on product onboarding documentation, contribution to marketing materials, provision of Customer Services support including KYC and DDQ
Seniority
Senior, hands-on IC