Senior Manager, Sales Support

Posted 11 Days Ago
Be an Early Applicant
Hiring Remotely in Hong Kong
Remote
Senior level
Fintech • Insurance • Financial Services
The Role
Provide sales support to Client Advisors and the Hong Kong Partnership Development Team: prepare pitch materials, manage RFP/RFI responses, coordinate client onboarding and meetings, collaborate with Investment/Product/Marketing/Legal/Operations for product onboarding and marketing content, and handle customer service tasks including KYC review and DDQ preparation.
Summary Generated by Built In

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 [email protected].

Working Arrangement

Hybrid

Skills Required

  • Bachelor's degree or equivalent in Business, Finance, or related discipline
  • Minimum 4 years of client services or sales support experience in asset management firms or financial institutions
  • Excellent written and spoken communication in English and Cantonese
  • Good working knowledge of asset management investment products and business nuances
  • Strong analytical and organizational skills to operate in a fast-paced environment
  • Good interpersonal skills with ability to maintain and deepen relationships
  • Knowledge of Morningstar Direct, Bloomberg, and Salesforce
  • Flexibility to work evenings and/or weekends as required by event schedules

Manulife Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Manulife and has not been reviewed or approved by Manulife.

  • Healthcare Strength Healthcare coverage is portrayed as comprehensive, spanning medical, dental, prescription drugs, vision, critical illness, and short- and long-term disability. Mental-health support is emphasized via EAP-style services and high annual coverage limits in some regions, alongside wellness programs and navigation tools.
  • Retirement Support Retirement offerings are positioned as a meaningful part of total rewards, including group RRSP/defined contribution pension options and employer matching in some cases. Ownership-related programs such as share purchase/stock options are also described as available for eligible employees.
  • Flexible Benefits Benefits are described as robust and flexible, with customizable packages and spending-account style options in some plans. Digital tools (mobile app/claims) and reward-linked wellness programs are framed as making benefits easier to use and more engaging.

Manulife Insights

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The Company
HQ: Toronto, Ontario
32,427 Employees
Year Founded: 1887

What We Do

Manulife is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We have more than 40,000 employees, over 116,000 agents serving ~34 million customers worldwide, and over $1.3 trillion in assets under management and administration. Visit www.Manulife.com to find out more. For Manulife terms of use, please visit http://bit.ly/SM_Terms

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