Sales Development Representative

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

It’s an excellent opportunity for the outstanding new graduates who is interested in sales roles and candidates with 1-2 years of experience in sales, recruitment, or customer consultation.

Are you a meticulous organizer with a passion for sales and a knack for data? Do you thrive in dynamic environments where your efficiency directly fuels business growth? If so, come and join us!

We are a large, expanding global business in fund administration industry. We are looking for an organized and efficient Sales Associate to join our team. You will be the critical link in our sales engine, responsible for originating sales activity, nurturing prospective client relationships, and empowering our sales team with the data and tools they need to succeed.

This role is more than just support—it’s about owning the front end of the sales cycle. You will have a direct impact on our pipeline, help shape sales strategies, and ensure our clients receive exceptional service from their first point of contact.

Your Key Responsibilities:

• Be the Architect of Our Pipeline: Generate and compile sales leads, manage prospect lists, and intelligently delegate opportunities to the sales team using our CRM.

• Excel in Client Engagement: Serve as a key point of contact, answering inquiries, scheduling meetings, and following up to keep prospects engaged and moving forward.

• Master Sales Operations: Coordinate the timely creation of sales packs and quotes, process orders, and review pending engagements to ensure swift and efficient customer responses.

• Turn Data into Strategy: Record sales trends, track team performance, and compile insightful reports. You will liaise with sales managers to help develop and execute data-driven sales strategies.

• Champion Our CRM: Ensure all prospect and client activities are meticulously updated and managed within our central CRM system, maintaining a flawless database of information.

• Provide Core Support: Handle essential administrative duties and scheduling to ensure the smooth operation of the sales department and executive team.

What You Bring to the Team:

• Proven experience in a high-volume administrative, sales support, or coordination role.

• Exceptional organizational, time management, and analytical skills.

• Outstanding interpersonal, communication, and customer service abilities.

• A proactive, team-oriented mindset with the skill to motivate and support others.

• Strong computer literacy, including advanced proficiency with CRM systems and spreadsheets for handling large datasets.

• Fluency in both English and Chinese (Cantonese and/or Mandarin) is essential.

• A fundamental understanding of sales principles and a keen eagerness to learn complex financial products for the Asset Management sector.

• A bachelor’s or associate degree in Marketing, Business, or a related field is advantageous.

What We Offer in Return:

• A genuinely unique opportunity to build your career within a large, growing global organization.

• Competitive remuneration package commensurate with your skills and experience.

• Comprehensive training and development opportunities to deepen your expertise in finance and sales.

• The chance to be an integral part of a collaborative team, where your contributions are valued and visible.

Ready to power our sales success?

• If you are a creative problem-solver who loves optimizing processes and driving results, we want to hear from you.

Additional information:
We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. 
We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.
For more information on our commitment to Corporate Social Responsibility (CSR) please https://www.apexgroup.com/corporate-social-responsibility/
 

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.