Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 747 offices in 42 countries.
The sales support role will work closely with the Hong Kong / Taiwan Sales team to assist them with sales-related requests / issues.
Submission of Clients / Distributors-to-board applications, claim, billing, provide word processing support including spreadsheets, presentations, reports and other documents with a high degree of speed and accuracy.
Respond professionally to telephone calls and emails. Assist in the upkeep of the case files. Strong emphasis on supporting and keeping management informed of areas where processes may be improved.
Some degree of administrative support work.
Job Scope / Description :
Respond to general enquiries from both internal and external clients
Prepare daily sales reports (HK & Taiwan); liaise with operations / accounting team to remediate discrepancies
Generate daily peers analysis or other ad hoc analysis reports from Bloomberg and Morningstar
Create and maintain sales pipelines and client contacts in salesforce
Obtain EnC approval for all sales events, including roadshow & client event in HK & Taiwan, sponsorship, festival gifts (Mid-
Autumn; Christmas; Chinese New Year); marketing premiums & collaterals
Distribute bi-weekly, monthly & quarterly MS INVF fund factsheet, commentary, presentation deck and marketing collaterals to existing and prospect clients
Gather fund performance data and update team’s client introduction booklet
Coordinate portfolio review meeting logistics and delivery of presentation materials
Coordinate with client services team and provide data for selected clients / consultants customized quarterly / semi-annually fund template request.
Liaise with compliance team to ensure the marketing materials meet compliance and regulatory standard
Assist in RFP / RFI / due-diligence : coordinate with BDS team, printing of final package and arrange delivery
Liaise between client service team and other internal teams on issues of account setup and mapping at FPod and Salesforce
Lead Taiwan institutional luncheon event planning with our master agent
Provide support to MSIM event and conferences
Provide administrative support to the team, included but not limited to : calendar management, travel & logistics arrangement, expense reimbursement and vendor invoicing, printing and binding of presentation materials, set up conf call / VC meetings, and phone coverage, order of stationery
Work with marketing team on production & delivery of marketing premiums, desk diary, desk calendar, CNY red packet, festival gifts for clients
Background / Experience desired :
General office skills (typing, filing, phone skills, etc.) required
Proficiency in MS Word, Excel & Outlook required
Sales support background is highly preferred
Excellent time management and prioritization skills
Be able to work independently as well as part of a strong team
Salesforce experience preferred
Strong communication skills are a must
Candidate must be a quick learner with a positive attitude
Can type Chinese
Fluent English / Cantonese / Mandarin speaker
Knowledge of using Bloomberg & Morningstar. SFC Type 1 License
Degree or equivalent experience
Functional / Ideal Experience
Functional - Sales & Service / Sales administration, support, reporting / 1-3 Years
Functional - Administration / Operations / Document production & distribution / 1-3 Years
We are looking for a self-starter who sees what needs to get done & gets it done right effectively. The ideal candidate works well in a team environment & thrives on variety, efficiency & challenge.
The successful candidate will possess the ability to handle multiple tasks simultaneously, change priorities as needed. This person willingly takes ownership and accountability for own actions in support of customer requests, stay on top of daily tasks meeting required turn around times & follow them to resolution.