포지션 상세
goals and increasing the firm’s share of market. Manage the business team to deliver world class services and supports to strengthen Fidelity leadership in the distribution of unit trusts to intermediaries in Hong Kong. Act as the key person in managing relationship with head office and management team of intermediaries. Work closely with counterparts in both local and regional office to develop new business channel, product and service for the group.
Build & maintain a profitable, scalable and sustainable Hong Kong Intermediary Business.
Take overall P&L responsibility for Hong Kong Intermediary Business
• Ensure that FIL products are extensively represented in advisory/ recommended lists of clients and well-balanced offering across asset classes and market conditions.
• Advocate and champion new product ideas as well as developing retention strategy to protect the existing book of business; provide ideas for development of sales tools to the Systems and Marketing teams with the objective of increasing Fidelity’s net sales and profitability for key distributors.
• Be at the forefront of new distribution models and innovative methods of sales strategies such as Hong Kong digital banking
• Provide coaching and training to the team to exceed customer’s expectation
• Cultivate constructive relationships, and work in collaboration with other FIL’s functions around the world to ensure that the optimal strategies are utilised for Hong Kong Intermediary with sensitivity, consideration, and understanding of the local market.
• Work closely with the marketing team to prepare and execute joint sales and marketing campaigns with clients.
• Responsible for building and managing strategic relationship with both internal and external senior level executives.
• Represent the firm for HK Intermediary Business in all public events, investment forums and media activities
• At least 5 years relevant experience in managing or running a business unit.
• Must have an excellent understanding of distribution business in Hong Kong and great relationship building skill.
• Solid experience in representing the firm in public seminar, investment forum and media events.
• Product management experience in financial products and understanding and working knowledge of operations work flows in relation to retail mutual funds.
• Experience in managing P&L.
• Solid understanding of the local regulatory framework to devise sales strategy that meets regulatory requirements, client demands and adheres to Fidelity’s business framework.
• Proactive and creative
• Strong influencing skills, a can-do attitude and an ability to get buy-in from key stakeholders.
• Excellent communication skills both written and spoken, in English and Cantonese.
• Excellent organisational skills, people management skills and attention to details.
• Able to work independently, show initiative and consistently deliver on target.
• Able to work quickly, under pressure and meet deadlines
• Assertive and able to deal effectively with all levels both within and outside the organisation.
• SFC / MPF licences required
주요업무
Achieve sales goals & targets and profitability for Hong Kong intermediary business that would support the overall FIL’s business goals and objectives.Build & maintain a profitable, scalable and sustainable Hong Kong Intermediary Business.
Take overall P&L responsibility for Hong Kong Intermediary Business
• Ensure that FIL products are extensively represented in advisory/ recommended lists of clients and well-balanced offering across asset classes and market conditions.
• Advocate and champion new product ideas as well as developing retention strategy to protect the existing book of business; provide ideas for development of sales tools to the Systems and Marketing teams with the objective of increasing Fidelity’s net sales and profitability for key distributors.
• Be at the forefront of new distribution models and innovative methods of sales strategies such as Hong Kong digital banking
• Provide coaching and training to the team to exceed customer’s expectation
• Cultivate constructive relationships, and work in collaboration with other FIL’s functions around the world to ensure that the optimal strategies are utilised for Hong Kong Intermediary with sensitivity, consideration, and understanding of the local market.
• Work closely with the marketing team to prepare and execute joint sales and marketing campaigns with clients.
• Responsible for building and managing strategic relationship with both internal and external senior level executives.
• Represent the firm for HK Intermediary Business in all public events, investment forums and media activities
자격요건
• Minimum 10-15 years relevant experience in the distribution of mutual funds and/ or insurance products to intermediaries.• At least 5 years relevant experience in managing or running a business unit.
• Must have an excellent understanding of distribution business in Hong Kong and great relationship building skill.
• Solid experience in representing the firm in public seminar, investment forum and media events.
• Product management experience in financial products and understanding and working knowledge of operations work flows in relation to retail mutual funds.
• Experience in managing P&L.
• Solid understanding of the local regulatory framework to devise sales strategy that meets regulatory requirements, client demands and adheres to Fidelity’s business framework.
• Proactive and creative
• Strong influencing skills, a can-do attitude and an ability to get buy-in from key stakeholders.
• Excellent communication skills both written and spoken, in English and Cantonese.
• Excellent organisational skills, people management skills and attention to details.
• Able to work independently, show initiative and consistently deliver on target.
• Able to work quickly, under pressure and meet deadlines
• Assertive and able to deal effectively with all levels both within and outside the organisation.
• SFC / MPF licences required
