About the Opportunity

Title                 China Institutional Senior Sales Manager

Department    Institutional Sales

Location          Hong Kong

Reports To      Director, China Institutional Sales

Level                6

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our China Institutional Sales team and feel like you’re part of something bigger.

About your team

The China Institutional Business is responsible for asset gathering and retention related to the provision of investment management solutions and support for strategic institutional clients across the China region, as well as developing scalable solutions for key client segments including sovereign wealth funds, insurance, other financial institutions and corporates.

Fidelity International has a long-term commitment to the development of the Chinese asset management market. The China offshore institutional business plays a critical role to our future China business growth which is one of the global strategic initiatives for the firm.

About your role
This role will be primarily responsible for supporting the China cross border institutional business development and client engagement activities across different client segments. The person will be closely working with the Director of China Institutional Sales to implement China growth strategies, and to engage with other regional institutional sales, client servicing and global investment teams in order to deliver Fidelity’s full value proposition to our clients and prospects.

About you

You will be responsible for the following:

Business Development and Relationship Management:

• To provide day-to-day support to execute China sales plans for all channels and perform existing mandate/account servicing.
• To work closely with the broader China sales team to connect and manage relationship throughout the clients/prospects organization hierarchy.
• To represent Fidelity’s investment philosophy & process and capabilities at client meetings, external functions & seminars, coordinate investment thought leadership initiatives and client events preparations.
• Closely work with global investment functions to fully represent Fidelity’s investment capabilities across all asset classes, and drive business growth by collaborating with investment teams to deliver meaningful client solutions.
• To support sales meetings, pitches & due diligence meetings.
• Work closely with RFP team to complete client’s RFP / questionnaire production.
• Collaborate with Regional Sales Support team and Regional Client Servicing Team to manage existing client relationship and offer market leading client experience.

Corporate Governance:

• Demonstrate strong control environment and compliance with local and global regulations together with internal oversight rules and regulations for institutional operations.

Global Connectivity:

• Understand the complexities of Fidelity’s global structure. Maintain the principles and philosophy of Fidelity’s corporate culture. Possess the acumen to identify, acknowledge, and effectively communicate with all appropriate entities within Fidelity.
• Work with regional institutional business and other global teams on global initiatives, projects engagement, marketing, products, business development, consideration and implementation of new technology / structures / procedures etc.
• Develop a full understanding of Fidelity’s product capabilities and strong relationships based on mutual trust with various products and investment groups in order to fully leverage Fidelity’s product capability with Chinese clients.
• Work with the relevant teams to ensure that they are aligned to optimal execution covering areas such as clients and consultants.

Experience and Qualifications

• Bachelor's or Master’s degree with a strong commercial business background
• Fluent English and native Mandarin is essential, both spoken and written
• Sound technical knowledge and experience in asset management industry
• Good understanding of the China market including client segments, competitor landscapes, regulation environment and market trends of offshore investment
• Experience on cross-border fund raising (e.g. mutual recognition fund scheme) preferred
• Minimum 6 years experience in a distribution role (institutional sales or client service) in the asset management or fund distribution industry preferred
• Demonstrate strong mind of teamwork, willingness to take ownership and drive for results
• Excellent presentation and communication skills in both written and spoken Mandarin and English
• Self-driven and able to work independently under pressure
• Travelling required

Feel rewarded

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.