Institutional Sales Manager, Hong Kong
Fidelity International
2d ago

About the opportunity

Department Description

The Regional Institutional Business, Asia ex-Japan is responsible for asset gathering and retention related to the provision of investment management solutions and support for a group of approximately 20 strategic institutional clients across the Asia ex-Japan region as well as developing scalable solutions for smaller clients.

Fidelity International has a long-term commitment to the development of the Asia Institutional Market. Hong Kong institutional business plays an important role to our future institutional business growth which is one of the global strategic initiatives for the firm.

Purpose of the Role

This role will be primarily responsible for supporting the HK institutional business development and client engagement activities across different client segments.

The person will be closely working with the Senior HK Institutional Sale to implement HK & Macau growth strategies, and to engage with other reginal institutional sales, client servicing and global investment teams in order to deliver FIL’s full value proposition to our clients and prospects.

Key Responsibilities

Business Development and Relationship Management

  • Provide comprehensive institutional sales and business development support by working with senior institutional sales in the team.
  • To assist on identifying and understand client requirements on new sales opportunities.
  • To assist on helping to make sales presentations to clients utilizing knowledge of products and services.
  • Support client portfolio review, customized of pitching materials by working closely with investment managers, product specialists.
  • Take ownership and provide timely and quality response for institutional clients.
  • Support senior institutional sales on the development and implementation of strategy and key initiatives.
  • To work closely with the stakeholders 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.
  • Coordinates and work closely with RFP team to complete client’s RFP / questionnaire request.
  • 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 FIL’s product capabilities and strong relationships based on mutual trust with various products and investment groups in order to fully leverage FIL’s product capability with HK & Macau 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 Required

  • Bachelor's or Master’s degree with a strong commercial business background
  • 5 years minimum of sales / businesss administrative support experience in a distribution role (sales or client service) in the asset management or fund distribution industry preferred.
  • Experience on working at Pension service provider is a plus.

  • Native Cantonese speaker with excellent written and communication skills in English.
  • Effective analytical, communication, internpersonal and organization skill
  • Demonstrate strong mind of teamwork, willingness to take ownership and drive for results
  • Self-motivated, responsible and able to work independently under pressure
  • Proficient in MS Office applications including Excel, Word, and PowerPoint
  • About you

    About Fidelity International

    We’ve been helping our clients plan and save for the futures they want for over 50 years. From more than 25 locations around the world, we provide investment services and retirement expertise to 2.

    5 million clients everyone from central banks and financial institutions to wealth managers and private individuals. We think generationally and look to the long term.

    And today, building on the security of private ownership and our strong sense of purpose, we’re growing our business like never before.

    What it’s like to work here.

    In our welcoming, caring culture, you’ll feel valued, trusted and free to express yourself. We recognise the value of inclusion and diversity in culture, in thought and in experience.

    With this in mind, please let us know if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.

    As well as a clear commitment to inclusion, we offer real flexibility about where, when and how you work. It’s an approach we call dynamic working’, and you’ll find it brings the very best out in you.

    Getting started

    For more about who we are, how we work and the part you could play in both our progress and our future, visit .

    Or, if you’re feeling inspired, start your journey with us right now.


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