Sales Manager, Intermediary Business, China Offshore and HK Digital Distribution

Fidelity Investments Canada · Hong Kong

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About the Opportunity

Title Sales Manager, Intermediary Business, China Offshore and HK Digital Distribution

Department      Intermediary Business

Location          Hong Kong

Reports To       Digital Distribution Associate Director, Hong Kong

Level                5

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 Intermediary Business team and feel like you’re part of something bigger.

About your team

The China Offshore business is a key strategic growth area for Fidelity, with a strong focus on opportunities across QDII, Greater Bay Area Wealth Management Connect (GBA WMC), Mutual Recognition of Funds (MRF), and digital distribution. As cross-border wealth management continues to expand, client demand for offshore investment solutions is growing rapidly. At the same time, digital wealth platforms, online brokers, and virtual banks are reshaping how investors access investment products. Fidelity is committed to becoming a leading player in digital distribution, making this an exciting opportunity to join a high-growth business at the forefront of wealth management innovation.

About your role
The Sales Manager, China Offshore, will be working closely with the Head of Intermediary Sales, China Offshore, and Associate Director, Digital Distribution, HK and other Sales team to develop and implement an aggressive plan to identify prospects, target key clients for deals, as well as providing relationship management. Core responsibilities will include business development, sales planning, product shelf onboarding, developing sales materials to ensure effective pre-sales, take-on process and post sales service. You will also play a key role in driving Fidelity's growth across online brokers, virtual banks, digital wealth platforms, and fintech partners. You will be responsible for developing and managing strategic partnerships, identifying new business opportunities, and executing initiatives that enhance client engagement and fund sales through digital channels. This role offers unique exposure to one of the fastest-growing areas of the asset management industry and the evolving cross-border wealth management landscape in Greater China.

Key Responsibilities:

• To achieve assigned sales target.
• To expand Fidelity’s shelf spaces across all channels.
• To conduct product and market briefing sessions in Mainland and In Hong Kong.
• To develop business plans / sales plans for targeted clients and prospects.
• To build close relationships with all key prospects to identify and maximize China Offshore business  and HK Digital Distribution opportunities.
• To coordinate sales efforts with the Head of Intermediary, Hong Kong and China Offshore, Marketing and Digital teams across the region.
• Provide training to underlying sales managers in China.
• To coordinate seminars and executive briefings for post-sales services.
• To work closely with the various departments in particular to the Client Services departments.
• Build and maintain records of all activities in CRM.
• Provide marketing support in China and in Hong Kong.
• Provide day-to-day support to the head of intermediary business, China Offshore and Associate Director, Digital Distribution, HK.
• Provide digital operation support and liaise with local marketing, product and investment teams to enhance our presence on Hong Kong’s digital distributors.
• Handle daily inquiries from clients ranging from marketing material delivery to basic operational issues.
• Coordinate various client communications (Correspondence development, distribution, etc.).
• Create and maintain presentations for both internal and external use.
• Develop and maintain various reports both ad hoc and standard.
• Develop and manage sales support materials.

About you

• 3 - 5 years of sales, business development or related experience within financial services industry, QDII experience is preferred.
• Proven sales track record and strong retail sales background in China, preferably in fund management or bank business; related fields will be considered based on experience.
• Proven ability to initiate and develop good working relationships with clients.
• Preferably with domestic asset management business or China QDII related experience or previous experience in doing business in China.
• An understanding of the China market and customs are big advantages.
• Fluent/native skills, both written and oral, in Cantonese, Mandarin, and English.
• Resourceful, self-starting with a high degree of energy and initiative.
• Flexible & positive attitude towards work; and frequently travel in China is required
• Creative and innovative.
• Flexible and positive attitude towards work, with a willingness to travel frequently within China as required.
• Strong team spirit & able to work under pressure and meet deadlines.
• Familiarity with Morningstar Direct and other investment research and analytics platforms is an advantage.

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.

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