Sales Support Asociate
Core
Provide dedicated sales support, client servicing, and fund research relationship management for Aberdeen's Wholesale and Institutional businesses across Greater China.
Role type
Sales Support Associate (Asset Management)
Builds
Client presentations, investment proposals, due diligence materials, and sales reports for wholesale and institutional clients.
Domain
Financial Services / Asset Management / Greater China
Deliverable
product features
Required skills
Financial services experience, CRM proficiency, Client presentation coordination, Fund research coordination, Sales reporting, Compliance adherence
Preferred skills
Asset management background, Salesforce experience, Cantonese and Mandarin fluency
Technologies
Salesforce
Responsibilities
Coordinate preparation of client presentations, investment proposals, and due diligence questionnaires; Liaise with investment specialists and product teams to support client enquiries; Maintain client and prospect information within Salesforce; Coordinate fund reviews and analyst meetings with research providers; Generate sales reports and pipeline analysis.
Seniority
Mid-level, hands-on IC