Institutional sales support manager

Responsibilities:

Overall liaison and project management

• Structure complex and strategic problems for the B2B (Business-to-Business) team
• Support end-to-end B2B operations, including BU budget planning and cross-BU project coordination.
• Define clear hypotheses to identify new opportunities, and build business cases and monitor existing data that will inform and influence the direction of the sales team
• Manage projects and execute business tasks according to the defined plan and drive the sales team and cross-teams to generate sales output

Sales Enablement & Analytics

• Prepare sophisticated sales materials (pitch books, product presentations, market commentary)
• Maintain product databases and update pricing/yield curves across platforms
• Generate customized client portfolio analysis and performance reports
• Support RFP/RFI responses and client proposal development
• Prepare competitive intelligence briefings and market analysis

Process Optimization & Systems Management

• Master and optimize CRM systems (Salesforce, proprietary platforms)
• Develop and automate sales support workflows and reporting tools
• Create and maintain Standard Operating Procedures (SOPs)
• Provide system training and support to sales teams
• Participate in system enhancements and user acceptance testing

Cross-functional Coordination

• Collaborate with Trading, Operations, Risk, Compliance, Legal, and Finance departments
• Interface with Product teams for new product launches and updates
• Coordinate with Legal on ISDA/CSA documentation and amendments
• Work with technology teams to enhance client service platforms

Client Service & Relationship Support

• Serve as primary operational contact for institutional clients (asset managers, insurance companies, banks, etc.)
• Facilitate client onboarding, account maintenance, and documentation updates
• Coordinate client meetings, roadshows, and due diligence sessions

Requirements:

• Bachelor's degree or above from a top-tier university in Finance, Economics, Business, or related field
• 5+ years relevant experience, with team management experience preferred
• Understanding of capital markets and financial products (fixed income, derivatives, structured products)
• Fluent in English and Mandarin (written and spoken)