Home Saudi Arabia Fantastic career opportunity for a KSA National with Wealth Management experience
Home Saudi Arabia Fantastic career opportunity for a KSA National with Wealth Management experience
Fantastic career opportunity for a KSA National with Wealth Management experience
Job details
Description: The Sales Support Specialist plays a crucial role in supporting the sales team to introduce Mercer's advisory and delegated solutions services. The specialist will be responsible for providing administrative, technical, and operational support to the sales team, ensuring efficient sales processes, and assisting in achieving sales targets. This role requires a combination of strong organizational skills, attention to detail, and excellent communication abilities. Key Responsibilities: Prepare and maintain sales proposals, presentations, and other marketing materials for Mercer's wealth management and insurance services, addressing specific client needs. Assist in organizing sales meetings, conferences, and events. Track and manage sales leads, client information, and sales pipeline data. Coordinate and schedule client meetings and follow-ups. Maintain accurate and up-to-date sales records and documentation within CRM system.Supports the compliance officer to comply with CMA guidelines and Mercer Compliance requirements by maintaining client records. Support clients onboarding process including KYC, contracting, and relevant documents such as engagement letters, and statement of work. Technical Responsibilities: Conduct research and analyze information on prospective clients and market trends within wealth management and insurance. Coordinate with financial advisors, insurance specialists, and the wider team to gather data and insight for client presentations. Maintain knowledge of Mercer's investment products and services, and areas of collaboration among other Mercer departments and MMC sister companies. Assist in onboarding new clients and ensuring a smooth transition. Respond to difficult internal inquiries and completes requests for information in a timely manner.Interpret data through dashboard integration to support the sales forecasting process. Perform database management by maintaining databases and tracking and reporting systems. Develop and manage campaigns based on client survey data and manages the progress of the campaigns. Identify opportunities for campaigns through survey data that will lead to an increase in sales. Develop and maintain relationships with business partners to support client relationship management. What's in it for you? Work in a dynamic and energetic team environment.Fast pace, exciting and friendly culture.Competitive compensation and time off.Attractive flex benefits package (medical/dental/vision insurance, life insurance, retirement plan).Career development opportunities. In this role, you'll be responsible for: Understanding strategic growth and retention objectives and support reporting, analysis, planning, management routines and insights for business leadership. Performing analysis on industries, prospects, and clients, including statistical analysis, performance measures, sales effectiveness and works with data to achieve certain outcomes. Building reporting and performs ad-hoc special analysis in response to market events, new business needs or leadership needs. Responding to difficult internal inquiries and completes requests for information in a timely manner.Interpreting data through dashboard integration to support the sales forecasting process. Perform database management by maintaining databases and tracking and reporting systems.Developing and manage campaigns based on client survey data and manage the progress of the campaigns. Identifying opportunities for campaigns through survey data that will lead to an increase in sales. Developing and maintaining relationships with business partners to support client relationship management. Providing training on MPower platform and on-going support for key stakeholders. Organizing and support sales-related meetings and events. (Prepares and coordinates materials as needed). Organizes and supports facilitation of zone-wide meetings and seminars. Education Undergraduate or post graduate degree (field is not relevant if candidate's experience is relevant). Experience 5-10 years of experience in sales or sales support role in the financial services industry, preferably with exposure to wealth management and/or insurance. Experience working in investment consultancy is a plus! Skills Fluency in Arabic and English (written and spoken).Strong understanding of financial markets, investment products, and insurance concepts. Strong organizational and time management skills.Excellent verbal and written communication skills. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).Ability to work independently and as part of a team. Knowledge of investment products and financial markets is a plus. Strong attention to details and accuracy.
Apply safely
To stay safe in your job search, information on common scams and to get free expert advice, we recommend that you visit SAFERjobs, a non-profit, joint industry and law enforcement organization working to combat job scams.
Hiring company
Confidential
Similiar Jobs that might interest you
Manager Mega Projects
Saudi Aramco (ASC)... to multi-billion-dollar mega projects. Project Management Team manages and executes projects usually from multiple ...
Saudi Arabia 18 days ago
Business Development Manager (Offshore)
NES Fircroft... . Role- Â Business Development Manager (Offshore) The organization ... support marine and subsea projects for the renewable, ...
Saudi Arabia 18 days ago
Environmental Manager - Offshore Installations - KSA
Kuiper Group... offshore marine projects. EPCI Project Experience: Demonstrated experience in environmental management within EPCI ...
Al Khobar 18 days ago
... currently seeking a Project HSE Manager to lead HSE ... the subsea cable installation project. Manage the HSE compliance of ...
Saudi Arabia 18 days ago
... manage planning for equipment and maintenance resources Applying asset management ... supported by your managers to develop ...
Saudi Arabia 18 days ago
Project Supply Chain Manager - Saudi
Kuiper Group... Project Supply Chain  Manager for a high-profile subsea cable installation project ... within Project Management Preferred - ...
Saudi Arabia 18 days ago
Corporate Brand Management Strategist
Saudi Aramco (ASC)... . - Work on several projects at once, sometimes ... Communication, Marketing, Branding, Brand Management or related field. ...
Saudi Arabia 18 days ago
Process Engineer - Catalysts Management
Saudi Aramco (ASC)... catalyst & absorbent technologies management including catalyst selection ... truly world-scale projects, supported by ...
Saudi Arabia 18 days ago
Data Engineering Management Expert
Saudi Aramco (ASC)... Initiative Data Explorer Project (www.archieinitiative.org). ... data engineering, database management, and an interest ...
Saudi Arabia 18 days ago
Downstream Assets Manager
Saudi Aramco (ASC)... management, and providing performance updates to executive management ... truly world-scale projects, supported by investment ...
Saudi Arabia 18 days ago
Environmental Engineering Specialist - Waste Management And Circularity
Saudi Aramco (ASC)... water conservation, waste management performance. • Establish ... truly world-scale projects, supported by investment ...
Saudi Arabia 18 days ago
Museum Exhibition Project Manager
Saudi Aramco (ASC)... . Overview The Project Manager manages and coordinates all aspects of project management functions related to ...
Saudi Arabia 18 days ago
Senior Brand Experience Specialist
Saudi Aramco (ASC)... thinking along with exceptional project management to deliver world- ... of working across multiple projects at one time ...
Saudi Arabia 18 days ago
Planning And Performance Management Specialist
Saudi Aramco (ASC)... planning/budgeting Business case preparation Project management Financial modelling Experience working in ...
Saudi Arabia 18 days ago
Planning & Performance Management Specialist
Saudi Aramco (ASC)... planning/budgeting Business case preparation Project management Financial modelling Experience working in ...
Saudi Arabia 18 days ago
Project Management Specialist - Modularization Specialist
Saudi Aramco (ASC)... Project of Liquid to Chemicals Project Management. The Project ... modularization on mega oil, gas, chemicals projects. ...
Saudi Arabia 18 days ago
Knowledge Management Specialist
Saudi Aramco (ASC)... projects under his or her control. Monitors and reports progress of projects ... Knowledge Management, Information management ...
Saudi Arabia 18 days ago
Junior Crews - Land Rigs - Saudi Nationals
Kuiper GroupOur international land rigs drilling contractor in Saudi Arabia is seeking candidates for Junior Positions. This ...
Saudi Arabia - Dammam 18 days ago
Role Summary: Responsible for and take ownership of the downstream chemicals water treatment VIVID controllers and ...
Saudi Arabia 18 days ago
Why are you reporting this job?
Job has expired Cannot view this pageAlternatively, you may click on the link below or copy/paste it into your browser.
https://en-sa.whatjobs.com/coopob__cpl___2020_1920121__2203?utm_source=2203&utm_medium=feed&keyword=Fantastic-career-opportunity&location=Riyadh&geoID=12