Looking for experienced Sales Support or Client Service professionals seeking exposure within a top investment bank. This role will be supporting a high-performing distribution team across sales support, client engagement, CRM management and flagship client events.
Key Responsibilities
- Coordinate client events, conferences, seminars, webinars, roadshows, and networking activities, including logistics, vendor management, budgets, invitations, and post-event follow-up.
- Support client engagement initiatives, including seasonal gifting programs, supplier coordination, inventory tracking, and reporting.
- Maintain and update client and prospect data within Salesforce, ensuring accurate pipeline tracking, activity reporting, and follow-up management.
- Manage client databases, distribution lists, and stakeholder communications while ensuring adherence to internal governance and compliance standards.
- Provide day-to-day sales support, including calendar management, meeting coordination, travel arrangements, expenses, invoices, and administrative activities.
Requirements
- Bachelor's degree in Business, Finance, Marketing, Communications, or a related discipline.
- Minimum 5 years of experience in sales support, client servicing, event management, or business administration within financial services. Asset management or investment-related experience is highly preferred.
- Hands-on experience with Salesforce CRM and Concur.
- Strong proficiency in Microsoft Office applications.
- Fluent English, Cantonese, and Mandarin communication skills.
Job ID WN15N4-9CCFAD45
Robert Walters is the world’s most trusted talent solutions business. Across the globe, we deliver recruitment, recruitment process outsourcing and ad...
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