Senior Sales Manager, Southeast Asia

Senior Sales Manager, Wholesale Distribution, Southeast Asia

You will join the Fidelity SEA Wholesale distribution team and work and hone your craft as a salesperson and a financial professional. The job as a senior sales manager means building relationships with, selling to and developing our business with both new and existing clients across Southeast Asia. Selling to clients includes a broad variety of activities ranging from identifying opportunities to delivery of in-depth fund, solutions and investment presentations to the various divisions of our clients. The role also includes meeting day-to-day servicing and reporting needs of these clients. The client segment coverage includes retail banks, insurance companies, IFAs, digital platforms and asset managers and the coverage within each client typically includes investment product teams, due diligence teams, investment advisory teams and relationship managers.

Key responsibilities include:

• Business development: Actively prospect and identify new business opportunities and market trends within our intermediary distribution responsibilities, driving sales growth and market penetration. To contribute to the overall Southeast Asia plan
• Account management: To take on the responsibility for a selected number of clients. Develop and maintain strong, long-term relationships with clients, ensuring excellent customer service and identifying opportunities for account growth. Collaborating effectively with internal teams and stakeholders to achieve this.
• Presentations: To prepare and execute fund presentations to asset managers and fund selection units and end investors. Topics would include market outlook, funds, firm capabilities and educational topics.
• Market and landscape research: Stay updated on market trends, competitor activity, and regulatory changes in Singapore and the wider Southeast Asia region to provide insights and support business development efforts.
• Sales and asset retention: To drive sales and retain assets in existing funds in existing relationships, as well as increasing the number of funds in existing relationships.
• Servicing: To fulfil day-to-day (regular and ad-hoc) servicing and reporting needs of our clients.
• Sales materials: To prepare sales materials for our funds including presentations, placemats, brochures and write-ups.
• Campaigns and events: To work together with the marketing team to prepare and execute joint sales and marketing campaigns with our clients.
• Sales Reporting & Forecasting: Maintain accurate records of sales activities, leads, opportunities, and pipeline status, providing regular updates to senior management. Use of Salesforce for client relationship management.

Experience, approach and qualifications required include:

• Customer-Centric Approach: Demonstrate a customer-first attitude by being responsive, proactive, and focused on delivering value to clients
• Positive, passionate and proactive personality: Enthusiastic with new initiatives and opportunities aimed to grow the business, always willing to learn new things
• Problem-Solving & Resilience: ability to tackle challenges head-on, contributing ideas and action plans, exhibiting resilience and persistence to overcome objections and secure new business in a competitive market: Ability to think creatively and keen to try new approaches to grow the business and solve problems.
• Business ownership mindset: possesses a vested, business owner approach rather than employee mindset. result oriented, self motivated and able to work independently
• Well organized and attentive to details
• Team player: collaborative attitude, able to organise work of self and others
• Financial products sales abilities: Graduate education with good grasp of financial knowledge, Experience in sales of financial products preferred,
• Strong communication skills: Outstanding internal and external communication skills, good negotiation skills. English and Mandarin language proficiency.
• Knowledge of specific Bloomberg, Morningstar and other specific tools
• Excellent PC knowledge (Windows, Word, Excel, PowerPoint)
• High standard of ethics, honesty and integrity

For starters, we'll offer you a comprehensive benefits package. We'll value your wellbeing and support your development. And we'll be as flexible as we can about where and when you work – finding a balance that works for all of us. It's all part of our commitment to making you feel motivated by the work you do and happy to be part of our team.