Wholesale Manager
Fidelity International
Taiwan - Taipei

About the opportunity

Department Description

The Wholesale business is a key focus of FIL SITE’s as well as Fidelity International’s business plans. The Taiwan Wholesale team comprises 22 sales and sales support professionals and is responsible for partnering with intermediary clients in Taiwan to provide them with investment solutions that meet their needs as well as providing first class servicing.

Our clients include local and international banks, insurance companies, securities firms and online platforms. The team is also responsible for developing and executing a sound and effective sales strategy that will help Fidelity International meet its ambitious business growth targets as well as increase the brand recognition and market share of FIL SITE in Taiwan.

Purpose of the Role

The candidate will be primarily responsible for leading a team of people and working closely with internal stakeholders and clients to grow Fidelity International’s wholesale business in Taiwan.

1. Sales

  • Achieve and exceed assigned business goals and targets.
  • Develop and execute a strategic and effective business plan that will meet and exceed sales targets, deepen relationships with key clients and increase Fidelity’s profile and market share vs competitors.
  • Adopt a solutions-oriented approach to partnering clients. Demonstrate strong ability to devise solutions for clients that meet their needs, capture market / industry trends and leverage on Fidelity’s capabilities and competitive edge.
  • Demonstrate strong technical (market and product) knowledge and sales skills (pitching, negotiation and deal closing skills).
  • Demonstrate strong soft skills including communication, attitude, work ethics, relationship management and problem-solving skills.
  • Ensure first class client servicing of clients.
  • 2. Sales management and coaching

  • Lead, coach, inspire and motivate the assigned sales team.
  • Inculcate a teamwork-oriented yet performance driven culture.
  • 3. Relationship building and management

  • Develop and maintain strong relationships with key stakeholders / decision makers of top tier clients and be able to commercialize these relationships and move Fidelity to become a top of mind asset manager with these clients.
  • Build credible and comprehensive internal networks within the Fidelity organisation (locally and overseas), maintain these relationships and work effectively with these internal stakeholders to drive the commercialization of business opportunities.
  • 4. Governance and risk management

  • Build a risk-aware culture amongst the team.
  • Demonstrate strong control environment and compliance with local and global regulations together with internal oversight rules and regulations.
  • Experience and Qualifications Required

  • University degree in Business, Economics or Finance.
  • CFA qualified or part qualified strongly preferred
  • Minimum of 10 years related experience within the asset management or finance industry.
  • Deep understanding of the asset management and wholesale distribution industry and strong knowledge of investments and financial markets.
  • Able to communicate verbally and in writing in English.
  • Excellent sales and relationship management skills evidenced by a commendable sales track record.
  • Proven people management skills - experience in leading a team of 20-30 sales people that have a track record of beating sales targets.
  • Senior level presence, with the capability to build credibility and gain trust and respect. Strong strategic thinking, analytical, communications and problem-solving skills.
  • Ability to thoughtfully challenge decisions or recommendations as appropriate. Ability to interface with all levels / disciplines.

    Effective and proactive communicator with proven ability to actively participate in and influence discussions.

  • Able to build comprehensive internal networks within the organisation and work effectively with internal stakeholders to drive the commercialization of business opportunities.
  • Positive, proactive and entrepreneurial, welcoming with enthusiasm new initiatives and opportunities that can be commercialised.
  • Be able to operate effectively and efficiently under stress and deliver assigned tasks within a stated timeline.
  • Exceptional problem-solving skills the candidate should possess strong ability to anticipate requirements, obstacles, have plans ready to address them and be excellent in problem solving.
  • Focus on personal excellence and attention to detail and high level of accuracy.
  • High standard of ethics, honesty and integrity.
  • Senior Securities license holder.
  • About you

    About Fidelity International

    Fidelity International offers investment solutions and services and retirement expertise to more than 2.56 million customers globally.

    As a privately-held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term.

    Operating in more than 25 locations and with $783.6 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

    Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance.

    Together with our Investment Solutions & Services business, we invest $567 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.

    Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.

    We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.

    We are committed to being a truly flexible employer, encouraging and trusting our people to perform their role in the way that works best for them, our business, our colleagues and our clients.

    We offer the maximum possible flexibility over where and when you work for all, considering your role and any local regulations.

    We call this new approach "dynamic working".

    Find out more about what we do, our history, our new approach of "dynamic working" and how you could be a part of our future at https : / / careers.

    fidelityinternational.com / about-us

    Applying to this Job Role : Please note you are only required to upload your CV / Resume to the application screen.


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