APAC Wholesale & Institutional Sales Support Specialist

abrdn Holdings Limited; Hong Kong; On-site; HKD 300,000 - 420,000; Full time

Job summary

Aberdeen Investments, part of Aberdeen Group, is seeking a Hong Kong-based Sales Support professional to back Wholesale and Institutional teams across Greater China. You will aid in client presentations, proposals, and due diligence, while coordinating post-meeting actions and regulatory compliance.

You will work with investment specialists, product and marketing teams to strengthen client relationships, support events, and enhance operational efficiency.

Qualifications

• Minimum 2 years' experience in financial services, preferably asset management.
• Strong interest in financial markets, investment funds and asset allocation solutions.
• Excellent communication and interpersonal skills in English and Chinese (Cantonese and Mandarin preferred).
• Experience with Salesforce or other CRM systems preferred.

Responsibilities

• Provide dedicated support to the Wholesale and Institutional sales teams across Greater China.
• Coordinate the preparation of client presentations, investment proposals, due diligence questionnaires (DDQs), RFPs, RFIs and other client materials.
• Support pre-meeting preparation, including gathering market intelligence, portfolio information and customised presentation content.
• Coordinate post-meeting follow-up actions, client requests and information delivery.
• Assist in developing client-facing messaging, sales materials and campaign content while ensuring compliance approvals are obtained.
• Liaise with investment specialists, product teams and subject matter experts to support client enquiries and business development initiatives.
• Support distributor onboarding, institutional mandates and ongoing client servicing activities.
• Ensure accurate maintenance of client and prospect information within Salesforce.
• Support local client events, webinars, roadshows and marketing initiatives across the region.
• Generate sales reports, pipeline analysis and business intelligence to support management decision-making.

Skills

English fluency

Chinese language skills

CRM systems

Tools

Salesforce

Job description

Aberdeen Investments, part of Aberdeen Group, is seeking a Hong Kong-based Sales Support professional to back Wholesale and Institutional teams across Greater China. You will aid in client presentations, proposals, and due diligence, while coordinating post-meeting actions and regulatory compliance.

You will work with investment specialists, product and marketing teams to strengthen client relationships, support events, and enhance operational efficiency.