Manager/Senior Manager, Wholesale at Fil in Shanghai, Shanghai, China

Manager/Senior Manager, Wholesale Location: Shanghai Office About the Opportunity Company: FIL Fund Management (China) Company Job Type: Permanent Application Deadline: 31 August 2026 Job Description Title                 Sales Manager/Senior Sales Manager, Wholesale (Securities) Department      CMO - Sales Location          Shanghai 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 China AMC product team and feel like you are part of something bigger. About your team Fidelity International is a world-leading asset manager and pension expert. We help investors, in China and around the globe, tap into the investment opportunities of the country and stay in great financial health throughout their lives. Founded in 1969, Fidelity has multi-decade heritage and extensive experiences offering investment solutions and services and retirement expertise to global clients. As of 30 September 2022, we are serving over 2.8 million clients in more than 25 markets with $613.3 billion in total assets. We focus on creating long-term value for our clients leveraging a leading global research network. We have over 400 investment professionals around the world and our analysts provide broad bottom-up asset class coverage, global aggregation and top-down allocation by sector and region, as well as macro and quant research. Retirement is in our DNA and Fidelity International has a sophisticated retirement business in the UK, Germany, Japan and Hong Kong. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures. China is a critical, long-term market for Fidelity International. We have been investing in Mainland Chinese companies for over 20 years and we aim to build a new, modern and digitally-based local asset management firm over the long term. As a leading global financial institution, Fidelity International is a pioneer in China’s asset management industry. Since 2004, we’ve built up 3 offices in Shanghai, Dalian and Beijing. Currently we are a proud employer of over 1,500 staff in China. In January 2017, Fidelity was the first global asset manager to register with the Asset Management Association of China (AMAC) as a private fund management (PFM) company. In December 2022, Fidelity International been granted the Permit to Conduct Securities and Futures business in China by the China Securities Regulatory Commission (CSRC). With the approval, Fidelity International will be able to commence a wholly-owned mutual fund business in China and serve a wider group of investors in the country with a consistent approach as we operate in every market in the world. We have been making continuous efforts to introduce our extensive experience in the pension business globally into China. With strategic partnerships with key local players, as well as through our own digital platforms, we strive to conduct effective investor education and share our pension investment expertise to, ultimately, enhance Chinese people’s retirement readiness and financial wellness. Fidelity International is also keen to play as a critical force driving positive changes for China’s financial industry. We are committed to working closely with the Chinese regulators and partners to foster a robust industry eco-system and supporting China to further grow its influence in the global financial market. About your role This role will be primarily responsible for supporting the China onshore wholesale business ss development and client engagement activities across different client segments. The person will be closely working with the team lead to implement China growth strategies, and to engage with other wholesale sales, client servicing and investment teams in order to deliver FIL’s full value proposition to our clients and prospects. About you Your major responsibilities are: Business Development and Relationship Management To develop and maintain relationship with key financial institutions particularly with securities firms. Independently manage client relationship and structure deals incorporating needs from multiple institutions. To bring back market insights and product trends to internal teams and facilitate customized fund/strategy development with various teams. To participate in roadshows and contribute to client meetings as needed To assist with the acquisition of potential clients, acting as point of contact for clients/prospects for enquiries To work on existing client retention, and anticipate possible issues and solutions ahead of specific dates, such as dealing days To engage with domestic market participants including mutual funds, security firms, private funds etc. to obtain relevant industry insight Internal co-ordination of distribution activities: To 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 To 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 To research market and client sentiment to provide advice on timing and design of new fund issues To provide assistance with ad-hoc business efforts including conference arrangement etc. Corporate Governance Demonstrate strong control environment and compliance with local and global regulations together with internal oversight rules and regulations for sales activities. We’re expecting you to be: Bachelor's or Master’s degree with a strong commercial business background Basic English is required, both spoken and written Sound technical knowledge in asset management industry Good understanding of the China market including client segments, competitor landscapes, regulation environment and market trends Demonstrate strong mind of teamwork, willingness to take ownership and drive for results Excellent presentation and communication skills Self-driven and able to work independently under pressure Travelling may be required Candidate with Fund Qualification or are currently working towards Fund Qualification exam is preferred 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. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.