Senior Manager, Sales Support

Manulife; Hong Kong; Hybrid; HKD 420,000 - 540,000; Full time

Job summary

Manulife Hong Kong is seeking a capable client services professional to support the Partnership Development Team in client and product related activities. The role involves coordinating with internal stakeholders across functions to ensure effective sales strategy and collaterals delivery.

You will provide sales support to Client Advisors, prepare materials for pitches, assist with RFPs/RFIs, and help onboard product documentation.

Qualifications

• Bachelor's degree in Business/Finance or related discipline.
• Minimum 4 years of client services or sales support experience in Asset Management or Financial Institutions.
• Excellent English and Cantonese communication skills (written and spoken).
• Good knowledge of Asset Management investment products and business nuances.
• Strong analytical and organizational skills for fast-paced environments.
• Solid interpersonal skills for servicing and relationship deepening.
• Knowledge of Morningstar Direct, Bloomberg or Salesforce is a plus.
• Willingness to work evenings/weekends as required by events.

Responsibilities

• Provide sales support to Client Advisors on managing client inquiries.
• Prepare materials for client pitches and work with Client Advisors on customized solutions.
• Be responsible for RFP & RFQ preparation.
• Collaborate with RSF, CPM, Investment, Product Development, Marketing, Legal & Compliance, and Operations to onboard product documentation.
• Coordinate end-to-end client functions including meetings, calls, events, and presentations.
• Partner with Marketing to ensure product content and marketing materials are effective.
• Provide comprehensive customer services including KYC reviews, DDQ preparation, and onboarding.

Skills

English & Cantonese communications

Client services experience

Sales support

Relationship building

Analytical skills

Interpersonal skills

Financial product knowledge

Education

Bachelor's degree in Business or Finance or related discipline

Tools

Morningstar Direct

Bloomberg

Salesforce

Job description

This role aims to actively support the Hong Kong Partnership Development Team in client and product related activities, and to build strong and robust relationships and work collaboratively with internal key stakeholders across functions and regions, including but not limited to the Retail Sales Fulfillment team (RSF), Client Portfolio Management team (CPM), Investment team, Product Development team, Marketing team, Legal & Compliance team, Operations and Client Reporting team to ensure effective sales strategy and collaterals delivery.

Position Responsibilities

• Provision of sales support to Client Advisors on managing client inquiries.
• Preparation of materials for client pitching and work closely with Client Advisors on customized solutions.
• Responsible for Request For Proposals (RFP) & Request For Information (RFI) preparation.
• Collaboration with internal stakeholders including RSF team, CPM team, Investment teams, Product Development Team, Marketing team, Legal and Compliance Team as well as Operation team to initiate and implement onboarding documentations for product onboarding.
• End-to-end coordination for client functions (Including meetings / conference calls, events, presentations etc).
• Collaboration with Marketing team to ensure product content / information effectiveness at marketing materials including sales summary, brochures, and relevant articles contribution etc.
• Provision of comprehensive Customer Services support including Know Your Customer (KYC) review, Firm Due Diligence Questionnaire (DDQ) preparation, Client Onboarding etc.

Required Qualifications

• Bachelor's degree or equivalent in Business or Finance or other related discipline.
• Minimum 4 years of client services or sales support experience in Asset Management firms or Financial Institutions.
• Excellent communications in English and Cantonese (both written and spoken).
• Good working knowledge of Asset Management investment products and business nuances.
• Strong analytical and organization skills to operate in fast-paced environment.
• Good interpersonal skills on servicing and ability to maintain and deepen relationships.
• Knowledge in Morningstar Direct, Bloomberg and Salesforce would be an advantage.
• Flexibility to work evenings and/or weekends, as required by event schedules if necessary.

When You Join Our Team

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife And John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [e-mail].

Working Arrangement

Hybrid