Fidelity International offers world class investment solutions and retirement expertise. We are a privately owned, independent company, with the commitment and resources to provide the investment expertise, technology and service innovation needed to help our clients achieve their financial goals.
Our people are passionate, engaged, smart and curious, and we give them the independence and the confidence to make a difference. While we take pride in the excellence of our investment solutions and client service, we know we can always do better. We are honest, respectful and make tough calls, challenging the status quo to achieve better outcomes through innovation. Above all else, we always put our clients first.
Find out more about what we do, our history, and how you could be a part of our future at www.fidelityrecruitment.com/asia-pacific/about-us
All of our people must be able to demonstrate affinity with the Fidelity core values:
Innovation - Being willing to experiment and try new and better ways to serve our clients.
Integrity - Taking personal responsibility for always acting in the best interests of our clients.
Excellence - Striving to be the best while knowing we can always be better next time.
All of our people must be able to operate in accordance with our behaviours:
Commitment - We are committed to our clients and proud to work for Fidelity. We push through obstacles to make things happen; we make decisions quickly and thoughtfully. We are individually committed to building a culture of excellence.
Collaboration - We collaborate with colleagues, seek alternative views, invite different ideas and always challenge traditional thinking. This approach allows us to create a whole that is much greater than the sum of its parts.
Client Focus - We are expected to, and measured on, our ability to put our client first. We go the extra mile to understand their needs and strive to exceed their expectations. We listen carefully, we communicate clearly, and we're quick to respond. We're respectful of the trust placed in us to manage their money.
The Intermediary Business is responsible for marketing FIL's retail products to intermediaries and wholesalers in Hong Kong. The target clients are typically banks, insurance companies, private banks, investment advisors and other financial intermediaries.
The intermediary business is expected to contribute to the continuous growth of FIL Hong Kong's profitability by:
ensuring Fidelity's retail products and services are effectively marketed through the intermediary channel
achieving annual gross and net sales target
providing solutions to intermediary partners to grow business together
capturing sales opportunities to increase Fidelity's share in Hong Kong and Macau
Purpose of your role
The role will be primarily responsible for Intermediary Business development and client management in Hong Kong.
In doing so, the person will develop and implement short term to long term strategies for the Hong Kong Intermediary business which includes initiating new sales and marketing programs and concepts in line with Fidelity's overall strategy. As a result, achieve sales goals and targets for the intermediary sales team that would support Fidelity's business objectives. The person will be responsible to
establish expectations and manage Sales activity, proposal generation, close ratios and other key performance indicators. Analyse sales results and, if needed, initiate corrective action to achieve attainment of sales goals.
The role will report to Head of Intermediary Business, Hong Kong
Business Development and Relationship Management
Work closely with the intermediary business team to build and expand intermediary business in various distribution channels such as retail banks, private banks and insurance companies.
Build the intermediary business to a market leading position in terms of assets and reputation as well as provide consistent and strong representation of Hong Kong.
Provide world class support proactively to support business opportunities and client development.
Work independently with the various product and investments groups at FIL in order to create solutions for intermediary clients.
Organize and attend sales meetings, presentation, due diligence meetings, product training, where necessary.
Represent FIL and present our investment philosophy & process and capabilities at client meetings and external functions & seminars.
Conduct disciplined utilization of the intermediary CRM system ("salesforce.com") and creates appropriate client management information through Salesforce.
Familiar with pricing models for intermediary business by asset potential.
Working with international sales team to share best practice
Develop a full understanding of FIL's product capabilities and strong relationships based on mutual trust with various product and investment groups in order to fully leverage FIL's product capability with intermediary clients
Cultivate constructive relationships, and work in collaboration with other Fidelity units around the world to ensure that optimal strategies are utilized with sensitivity, consideration, and understanding of the local market
Leverage the skills and knowledge of Fidelity's regional and global operations where appropriate and work closely with Marketing and Client Services teams
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