About the Opportunity
Purpose of your role
Fidelity aims to grow and establish QDII, GBAWMC, MRF, Digital Propositional business as the key China Offshore business opportunity.
The potential of sales is growing rapidly, particularly with the potential implementation of GBAWMC and Hong Kong / China Mutual Recognition.
The Junior Sales Manager / Sales Manager, China Offshore Sales, will be working closely with the Head of Intermediary Sales, China Offshore 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 ensuring effective pre-sales, take-on process and post sales service.
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 in order to identify and maximise China Offshore business 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
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
Experience and Qualifications Required
Essential skills
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 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
Strong team spirit & able to work under pressure and meet deadlines. 
