Sales Support Executive

Wrise Financial Management Services Limited; Hong Kong; On-site; HKD 201,000 - 335,000; Full time

Job summary

Wrise Financial Management Services Limited seeks a highly analytical Sales Support Executive to drive operational excellence within the Consultancy Development team. This role blends data analysis, sales optimization, and marketing coordination to support a growing network of insurance consultants in a dynamic financial services environment.

The ideal candidate will have a Higher Diploma or above, 1+ year in sales operations or related roles (fresh graduates welcome with strong potential), and

Qualifications

• Higher Diploma or above in Business Administration, Finance, Marketing, or related discipline.
• 1+ year of experience in Sales Operations, Sales Coordination, or similar support function; fresh graduates with potential welcome.
• Experience in financial services/insurance is an advantage.
• Advanced proficiency in Microsoft Excel, including Pivot Tables, XLOOKUP, INDEX/MATCH, data analysis, and reporting.
• Proficiency in Cantonese is required; Mandarin and English are advantageous.

Responsibilities

• Conduct KPI analysis to evaluate consultant/agent sales performance.
• Develop BI reports with actionable recommendations for management.
• Assist in implementing sales strategies to drive growth targets.
• Coordinate training programs to elevate sales capabilities across the consultant network.
• Act as liaison between management and field teams to align objectives.
• Execute marketing campaigns and create promotional materials using design tools.
• Manage organized filing for all sales support materials.

Skills

Cantonese

Mandarin

English

Data analysis

Pivot Tables

XLOOKUP

INDEX/MATCH

Excel

Education

Higher Diploma in Business Administration

Tools

Canva

Adobe Photoshop

Adobe Illustrator

Job description

WRISE Group is a rapidly growing wealth management firm headquartered in Singapore, with offices across Asia. The firm leverages a team of client advisors and investment specialists, complemented by technology, to offer comprehensive wealth management services. WRISE connects clients to over 150 financial intermediaries across eight booking locations, providing seamless support from advisory to execution. With its vast ecosystem and global partnerships, WRISE empowers clients to manage, grow, and protect their wealth while accessing borderless opportunities.

About the Role

We are seeking ahighly analytical and detail-oriented Sales Support Executiveto drive operational excellence within our Consultancy Development team. This pivotal role combinesdata analysis, sales optimization, and marketing coordinationto support our growing network of insurance consultants in a dynamic financial services environment.

Key Responsibilities

Conduct comprehensive KPI analysis to evaluate consultant/agent sales performance

Develop business intelligence reports with actionable recommendations for management

Strategic Support:

Assist in implementing company sales strategies to achieve growth targets

Coordinate training programs to elevate sales capabilities across the consultant network

Act as key liaison between management and field teams to align objectives

Marketing & Compliance:

Execute marketing campaigns and create promotional materials (posters, flyers, etc.) using design tools

Manage organized digital/physical filing systems for all sales support materials

Qualifications & Requirements

Higher Diploma or above in Business Administration, Finance, Marketing, or a related discipline.

1+ year of experience in Sales Operations, Sales Coordination, or a similar support function. (Fresh graduates with strong potential are also welcome to apply.)

Experience in the financial services/ insurance industry is an advantage.

Advanced proficiency in Microsoft Excel, including Pivot Tables, XLOOKUP, INDEX/MATCH, data analysis, and reporting.

Proficiency in Cantonese is required. Knowledge of Mandarin and English will be a strong advantage.

Proficiency in design tools such as Canva, Adobe Photoshop, and Adobe Illustrator for marketing collateral creation is preferred.

Ideal Candidate Will Be:

A proactive and resourceful problem-solver who thrives in a fast-paced and dynamic environment.

Highly organized, detail-oriented, and capable of managing multiple tasks simultaneously.

A collaborative team player with strong communication and presentation skills.

Able to work independently while maintaining a high level of accuracy and accountability.

Available to commence employment at short notice/ immediate availability being highly preferred.

Why Join Us?

Direct impact on sales strategy and consultant performance

Opportunity to master industry-leading analytics and design tools