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Job Description
- Assist in pipeline tracking and sales administration, updating and maintaining accurate records in our CRM system to monitor progress and identify potential opportunities
- Collaborate with the sales team to enhance sales enablement tools, such as presentations, proposal templates, and sales collateral, to support their efforts and improve effectiveness
- Keep proper record and constant update on proposal and engagement templates to reflect the latest changes in terms and conditions
- Work closely with other sales teams to ensure that the proposal and engagement templates correctly reflect the services offered and proper pricing is recorded.
- Draft engagement letters or addendums
Qualifications
- Degree Holder of any discipline
- Prior experience in working in financial industry preferred.
- Excellent written communication skills in both English and Chinese
- Excellent verbal communication skills in English, Cantonese, and Mandarin
- Detailed-oriented, proactive working attitude and team player
Additional information
At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.
What we offer
- Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
- Wellbeing: additional social benefits such as private health and dental cover, life assurance and etc
- Annual leave: our employees are entitled to 25 days paid leave plus all statutory public holidays
- Maternity and paternity leave, education leave and etc
Company description
IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.
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