Sales Support/Client Onboarding - Trust Company
Sales Support/Client Onboarding - Trust Company
Responsibilities
- 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.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.