Senior Manager / Associate Director, Institutional Sales

Description

Title Senior Manager / Associate Director, Institutional Sales

Department South East Asia Institutional Sales

Location Singapore

Reports To Head of Institutional Sales, South East Asia

Level 6 / 7

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our South East Asia Institutional Sales team and feel like you’re part of something bigger.

About your team

The South East Asia Institutional Sales team is responsible for asset gathering and retention related to the provision of investment management solutions and support for institutional clients across the South East Asia region. Key client segments include central banks, sovereign wealth funds, insurers, pensions, corporates and endowments.

About your role

This role will be working alongside the Head of Institutional Sales, South East Asia to 1) manage existing client relationships to retain their existing assets managed by Fidelity and identify cross-selling oppotrtunities and 2) engage and develop relationships with prospective institutional clients to identify sales opportunities to grow the asset base.

You will have assigned client coverage responsibilities; exact market and client segment coverage will be determined based on your experience and areas of strength.

About you

You will be responsible for the following :

Business Development and Relationship Management :

• Day-to-day management of existing client relationships in South East Asia in partnership with the Regional Institutional Client Service team.
• Provide overall sales coverage for new business opportunities and existing client mandates in South East Asia.
• Answer client queries and follow up in a detailed, accurate and timely fashion.
• Build a comprehensive knowledge of Fidelity’s key investment capabilities relevant to the region as well as a deep working knowledge of products offered by various Fidelity-related entities, including Fidelity Investments, Fidelity Institutional Asset Management and Geode Capital.
• Closely work with global investment functions to fully represent Fidelity’s investment capabilities across all asset classes, and drive business growth by collaborating with investment and product teams to deliver meaningful client solutions.
• Work closely with the RFP team to complete RFP / DDQ questionnaires.
• Input into, help develop and implement Fidelity’s business plan for institutional investors in South East Asia
• Identify current client and market trends / opportunities and help define how Fidelity can best take advantage of them.
• Liaise with oversight teams to ensure all sales documents and activities are in full compliance with internal policies and local regulations.
• Maintain and update sales databases (e.g. Salesforce) and other relevant sources to produce updated and accuracy pipeline and related sales reports
• Work in conjunction with the Regional and SEA marketing teams to market key strategies and assist and organise events and seminars for institutional clients from the region.

Global Connectivity :

Experience and Qualifications :

Feel rewarded

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.