Sales Support

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

Job Description

Who we are

Aberdeen Investments is part of Aberdeen Group plc, one of the UK’s leading Wealth & Investments groups.

Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent.

Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders and society.

We are repositioning our specialist asset management business to meet client demand and are committed to providing excellent client service, supported by leading technology and talent.

As a global business, Aberdeen consists of three divisions: Investments, Adviser, and interactive investor (ii). Each division is dedicated to meeting and adapting to our clients' evolving needs.

Our Asia Pacific Investments business has a large, dedicated and highly experienced investment team which has been investing across the region since 1985, and manages all our Asian products, including regional, country, smaller companies, and sustainable investing propositions.

The team has a strong regional footprint with offices in Singapore, Bangkok, Kuala Lumpur, Tokyo, Hong Kong, Shanghai, Seoul, and Sydney. This breadth gives us close proximity to the companies we own and the markets we invest in. Our APAC operations have been based in Singapore since 1992. We invest in Asian companies to grow with them and to help them to become better investors

Role Purpose

Based in Hong Kong, this role provides dedicated support to Aberdeen's Wholesale and Institutional businesses across Greater China, including Hong Kong, China and Taiwan. The position plays a critical role in enabling business growth through sales support, client servicing, consultant engagement and fund research relationship management.

The successful candidate will work closely with sales, investment specialists, product, marketing and client service teams to support distribution efforts, enhance operational efficiency and strengthen Aberdeen's relationships with key fund research houses and consultants, including Morningstar.

This is an exciting opportunity to contribute to the continued growth of Aberdeen's Greater China franchise while gaining broad exposure across wholesale, institutional and strategic distribution channels.

Requirements

• Minimum 2 years' experience within 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

Key Responsibilities

Sales Support (Wholesale & Institutional)

• 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.

Morningstar & Consultant Relationship Management

• Coordinate and manage Morningstar fund reviews, analyst meetings and information requests across relevant products.
• Maintain strong working relationships with Morningstar analysts and key fund research organisations.
• Coordinate consultant database updates, due diligence submissions and ongoing review processes.
• Work closely with investment, product and sales teams to ensure consultants and research providers receive timely and accurate fund information.
• Monitor consultant feedback, fund ratings and research commentary, providing insights to support product positioning and distribution strategies.

Regional & Strategic Projects

• Collaborate with broader APAC sales support teams to share best practices and drive operational efficiencies.
• Provide backup support to regional sales support functions as required.
• Participate in strategic projects that support wholesale and institutional business growth across Greater China and APAC.
• Support initiatives related to new fund launches, platform approvals, consultant reviews and distribution opportunities.

We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.

If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.