
Executive/Senior Executive – Sales Support (Intermediary)
- Singapore
- Permanent
- Full-time
- Assist in preparing and updating high-quality pitch books, presentations, commentaries, and other sales materials for intermediary clients.
- Maintain and update product performance data and sales collateral to ensure accuracy, timeliness, and compliance with regulatory standards.
- Coordinate closely with internal stakeholders (investment, marketing, compliance, operations) to deliver prompt and accurate responses to client requests and support efficient sales execution.
- Handle client and distributor queries professionally, escalating complex matters to sales managers, product specialists, internal stakeholders, as appropriate.
- Support training initiatives for distributor salespeople by preparing training materials, scheduling sessions, and assisting in presentation delivery and attendance tracking.
- Provide logistical and administrative support and prompt follow ups for client events, webinars, and roadshows, including invitations, registrations, materials preparation, and follow ups.
- Coordinate client meetings for sales team members, preparing detailed briefing notes and relevant materials in advance.
- Support investor relations activities, including coordination of investment reviews, dissemination of investment commentaries, investor notices, and corporate action communications to ensure clients are well-informed and regulatory obligations are fulfilled.
- Maintain accurate and up-to-date client records, meeting notes, contact details, and activity logs in CRM systems.
- Assist in tracking sales campaigns, initiatives, and follow-through on client and internal action items.
- Liaise with vendors/external service providers relating to CRM systems to ensure functionality, resolve issues, and implement system enhancements as needed.
- Maintain and update records according to compliance protocols, ensuring team’s adherence to regulatory requirements, and assisting with audits and administrative tasks. This includes managing the complaints register, tracking cross-border marketing activities, maintaining training records, and reviewing policies and procedures.
- At least 1 year of working experience.
- Proactive and result oriented
- A team player who can also work independently
- Detail oriented and good organizational skills
- Excellent interpersonal skills and verbal/written communication
- Able to work in a fast-paced environment
- Diploma / Degree or equivalent professional qualifications