Wholesale Sales Support (Fixed Term)

Key responsibilities: 

• Supporting the Wholesale (PB & Retail) business team in day-to-day activities. 

• Geographic Responsibility: South East Asia 

• Client Segment covered : Wholesale (PB & Retail) 

• Licensing requirement for performing Sales Support in Singapore  

Main tasks  

• Primary objective is to provide sales, account management and client relationship support to enable the Wholesale sales team to meet their annual run rate revenue targets. 

• Provide support directly to the Wholesale team members in their responsibility of strengthening client relationships, creating cross sell opportunities with existing clients, and in developing new business opportunities.

• Coordination and delivery of RFP/RFIs, presentations and other adhoc client requests.  

• To be a champion of the CRM system, supporting the sales teams in account planning, maintenance of marketing lists and other adhoc CRM reports as requested by management. 

• Logistical support for events or roadshows hosted / attended by sales 

• Work with Sales Representatives to attend client meetings and events through the course of the year.  

• Participate in both internal and external sales calls  

• Co-ordination with other sales support officers based through Asia Pacific & the Middle East to ensure consistency and high levels of efficiency. 

Minimum requirements of successful candidate 

• 5-7 years of experience in a financial support role at a reputable asset manager in Client Servicing or Sales supporting wholesale business. 

• Must be independently motivated and able to manage own workload, while constantly seeking to enhance knowledge and continuously improve the support function around the sales teams. 

• Complete fluency in written and spoken English is a necessity. Mandarin or any other ASEAN languages are a bonus. 

• Proficiency in Microsoft Office (especially PowerPoint and Excel).