Sales Manager, China Offshore
Fidelity International
4d ago

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‚Äôs 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.
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