- To facilitate the development of Fidelity's China strategy, in particular the launching new funds and achieving sales targets, as well as maintaining client relationship
- To participate in roadshows and contribute to client meetings as needed
- To assist with the acquisition of potential clients, acting as point of contact for clients/prospects for enquiries
- To work on existing client retention, and anticipate possible issues and solutions ahead of specific dates, such as dealing days
- To engage with domestic market participants including mutual funds, security firms, private funds etc. to obtain relevant industry insight
- To ensure FIL global protocols, processes and procedures are followed and implemented by China onshore distribution business; proactively liaise with various internal teams to drive for solutions to adopt "Best Practice" for onshore business
- Responsible for the delivery of a comprehensive project plan for client implementations; manage internal co-ordination of activities related to new client take-on and liaise regularly with relevant internal contacts and the relationship owner.
- To prepare and tailor product/strategy materials to specific client needs, in collaboration with the investment team, legal and compliance team, marketing team and other regional teams
- To research market and client sentiment to provide advice on timing and design of new fund issues
- To provide assistance with ad-hoc business efforts including conference arrangement etc.
- Good understanding of the China domestic market including client segments, competitor landscapes, regulation environment and market trends
- Previous experience in a distribution sales role in the asset management or fund distribution industry preferred (3 years minimum)
- Candidate with Fund Qualification or are currently working towards Fund Qualification exam is preferred
- Demonstrate strong mind of team-work, willingness to take ownership and drive for results
- Excellent presentation and communication skills
- Self-driven and able to work independently under pressure
- Fluency in English would be a plus
- Travelling may be required
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Sales Manager, Wholesale - Shanghai, 中国 - 489 FIL Fund Management (China) Company Limited
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描述
About the Opportunity
Company: FIL Fund Management (China) CompanyJob Type: PermanentApplication Deadline: 01 August 2024Title: Sales Manager
Department: Wholesale Team
Client Focus: East China
Level : 5
About Fidelity International
Fidelity International offers investment solutions and services and retirement expertise to more than 2.52 million customers globally. As a privately-held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 locations and with $710.2 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.
Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $471 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures. Find out more about what we do, our history, and how you could be a part of our future at .
About Fidelity International China Business
China is a critical, long-term market for Fidelity International. We have been investing in Mainland Chinese companies for over 20 years. As a leading global financial institution, Fidelity International is a pioneer in China's asset management industry. Our strategic decision is to build an independent business in China. This can ensure we bring global best practices to the market and deliver the same standard of services to Chinese investors as we do in every other market in the world.
In January 2017, Fidelity was the first global asset manager to register with the Asset Management Association of China (AMAC) as a private fund management (PFM) company. With a building-block approach, we are on track to continuously enhance our core capabilities in China. Today, we are the proud employer of over a thousand colleagues in Beijing, Shanghai and Dalian. We aim to offer mutual funds in China which will allow us to adopt a consistent approach towards our operations in every market in the world and reach a wider group of investors in the country.
Investment Capabilities
We have one of the largest buy-side China investment teams which consists of 40+ investment professionals covering China. From the offshore perspective, we are one of the largest active stock pickers in the Chinese stock market and, through our mutual fund vehicles, thousands of retail investors globally can now participate in the remarkable growth story of China.
Retirement and Pension
Retirement is in our DNA and Fidelity International has the long-term ambition to participate in China's pension market. With the development of the third-pillar pension system, investor education is crucial.
Purpose of your role
This role will be primarily responsible for supporting AMC business development and client engagement activities in mainland China. The person will be closely working with different functions across business to facilitate the China growth strategy.
Key Responsibilities
Business Development and Relationship Management
Internal co-ordination of distribution activities:
Experience and Qualifications Required
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