Sales Manager, Wholesale

3 weeks ago

Beijing, Beijing, China 489 FIL Fund Management (China) Company Limited Full time
About the Opportunity

FIL Fund Management (China) Company Limited is seeking a highly skilled Sales Manager to join our Wholesale Team in mainland China. As a key member of our team, you will be responsible for driving business development and client engagement activities in the region.

Key Responsibilities
  • Facilitate the development of Fidelity's China strategy, particularly the launching of new funds and achieving sales targets, while maintaining client relationships.
  • Participate in roadshows and contribute to client meetings as needed.
  • Assist with the acquisition of potential clients, acting as a point of contact for clients/prospects for enquiries.
  • Work on existing client retention, anticipating possible issues and solutions ahead of specific dates, such as dealing days.
  • Engage with domestic market participants, including mutual funds, security firms, and private funds, to obtain relevant industry insight.
Internal Co-ordination of Distribution Activities
  • Ensure FIL global protocols, processes, and procedures are followed and implemented by China onshore distribution business; proactively liaise with various internal teams to drive for solutions to adopt 'Best Practice' for onshore business.
  • Responsible for the delivery of a comprehensive project plan for client implementations; manage internal co-ordination of activities related to new client take-on and liaise regularly with relevant internal contacts and the relationship owner.
  • Prepare and tailor product/strategy materials to specific client needs, in collaboration with the investment team, legal and compliance team, marketing team, and other regional teams.
  • Research market and client sentiment to provide advice on timing and design of new fund issues.
  • Provide assistance with ad-hoc business efforts, including conference arrangement.
Experience and Qualifications Required
  • Good understanding of the China domestic market, including client segments, competitor landscapes, regulation environment, and market trends.
  • Previous experience in a distribution sales role in the asset management or fund distribution industry preferred (3 years minimum).
  • Candidate with Fund Qualification or currently working towards Fund Qualification exam is preferred.
  • Demonstrate strong teamwork, willingness to take ownership, and drive for results.
  • Excellent presentation and communication skills.
  • Self-driven and able to work independently under pressure.
  • Fluency in English would be a plus.
  • Travelling may be required.

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