Sales Support/Client Onboarding - Trust Company
- Employer
- Selby Jennings
- Location
- Hong Kong, Hong Kong
- Salary
- Negotiable
- Closing date
- Mar 15, 2025
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- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Responsibilities
Qualifications
- Collaborate with Business Development Directors to draft proposals and letters of engagement for new business opportunities.
- Inform new clients about due diligence and other requirements for new client acceptance.
- Create and customize external sales presentations as needed, including pitch decks and key onboarding documents.
- Update and maintain Microsoft Dynamics 365 with all new, won, and lost opportunities, ensuring accurate product information and referrals.
- Track and record incoming funds for new business cases.
- Coordinate and attend external sales meetings with both existing and potential contacts.
Qualifications
- Around 5 years of working experience
- Recognised university or relevant professional qualification
- Ability to communicate effectively in English, Cantonese and Mandarin.
- Experience with MS PowerPoint, Excel, Word, Dynamics 365 and vPoint.
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