岗位描述
● Assist the sales team with daily administrative duties, including but not limited to organizing and archiving client records, compiling and analyzing sales data, to ensure the smooth progression of sales activities ● Support client communications and relationship maintenance by providing basic advisory services under the guidance of sales consultants, conveying information about the company’s products and services, and following up on client needs ● Prepare all necessary documents, materials, and presentation aids for the sales process, ensuring accuracy and completeness to meet presentation and explanation requirements ● Help organize and coordinate sales events such as client meetings and product briefings, including pre-event planning, on-site coordination, and post-event debriefing ● Monitor market trends and industry developments, gather relevant information, and perform preliminary analysis to supply the sales team with insights that form sales strategy 1、协助销售团队处理日常行政事务，包括但不限于客户资料的整理与归档、销售数据的统计与分析，确保销售工作的有序开展； 2、协助参与客户沟通与维护工作，在销售顾问的指导下，为客户提供基础的咨询服务，传递公司产品及服务信息，协助跟进客户需求； 3、协助准备销售所需的各类文件、资料和演示材料，确保材料的准确性和完整性，满足销售过程中的展示和讲解需求； 4、协助组织和协调销售活动，如客户沙龙、产品推介会等，包括活动前期的筹备、现场的协调以及后期的总结工作； 5、关注市场动态和行业信息，收集相关资料并进行初步整理，为销售团队提供参考，助力团队制定销售策略。 ● Full-time Master’s and PhD candidates graduating between January 2026 and Summer 2027; ● Degree holder of Finance, Economics, or a related business discipline with a solid professional foundation and strong interest in the financial industry preferred ● Excellent verbal and written communication skills and interpersonal abilities, with the capacity to convey information clearly and accurately and to maintain positive interactions with clients and team members ● Strong learning agility and adaptability, capable of quickly mastering the company’s product knowledge, business processes, and relevant policies and regulations, and adjusting to Hong Kong’s work environment and pace ● Meticulous, responsible, and detail‐oriented work ethic, demonstrating strong teamwork spirit and customer service awareness, and actively collaborating to achieve team objectives ● Proficiency in office software such as Microsoft Word, Excel, and PowerPoint; candidates with data analysis capabilities are preferred. ● Strong command of both English and Chinese in listening, speaking, reading, and writing 1、面向2026年1月至2027年夏季毕业的全日制硕士研究生及以上学历应届生； 2、金融、经济学等相关商科专业优先，具备扎实的专业基础知识，对金融行业有浓厚兴趣； 3、具备优秀的沟通表达能力和人际交往能力，能够清晰、准确地传递信息，与客户及团队成员保持良好的互动； 4、拥有较强的学习能力和适应能力，能够快速掌握公司的产品知识、业务流程及相关政策法规，适应香港的工作环境和节奏； 5、工作认真负责、严谨细致，具备良好的团队合作精神和服务意识，能够积极配合团队完成各项工作任务； 6、熟练掌握办公软件（如 Word、Excel、PowerPoint 等）的操作，具备一定的数据分析能力者更佳； 7、具备良好的中英文听说读写能力。 职位类别: 校园招聘