Sales Manager, Intermediary Business, China Offshore and HK Digital Distribution

We’re proud to have been helping our clients build better financial futures for over 50 years. By working together and supporting each other all over the world, we’ve achieved this goal. Join our Intermediary Business team and feel like you’re part of something bigger.

The China Offshore business is a key strategic growth area for Fidelity, with a strong focus on opportunities across QDII, Greater Bay Area Wealth Management Connect (GBA WMC), Mutual Recognition of Funds (MRF), and digital distribution. As cross-border wealth management continues to expand, client demand for offshore investment solutions is growing rapidly. At the same time, digital wealth platforms, online brokers, and virtual banks are reshaping how investors access investment products. Fidelity is committed to becoming a leading player in digital distribution, making this an exciting opportunity to join a high-growth business at the forefront of wealth management innovation.

As the Sales Manager, China Offshore, you will work closely with the Head of Intermediary Sales, China Offshore, and Associate Director, Digital Distribution, HK and other Sales teams to develop and implement an aggressive plan to identify prospects, target key clients for deals, and provide relationship management. Your core responsibilities will include business development, sales planning, product shelf onboarding, developing sales materials to ensure effective pre-sales, take-on process, and post-sales service. You will also play a key role in driving Fidelity's growth across online brokers, virtual banks, digital wealth platforms, and fintech partners. You will be responsible for developing and managing strategic partnerships, identifying new business opportunities, and executing initiatives that enhance client engagement and fund sales through digital channels.

Key Responsibilities:

• Achieve assigned sales targets
• Expand Fidelity’s shelf spaces across all channels
• Conduct product and market briefing sessions in Mainland China and Hong Kong
• Develop business plans and sales plans for targeted clients and prospects
• Build close relationships with key prospects to identify and maximize China Offshore business and HK Digital Distribution opportunities
• Coordinate sales efforts with the Head of Intermediary, Hong Kong and China Offshore, Marketing, and Digital teams across the region
• Provide training to underlying sales managers in China
• Coordinate seminars and executive briefings for post-sales services
• Work closely with various departments, particularly Client Services
• Build and maintain records of all activities in CRM
• Provide marketing support in China and Hong Kong
• Provide day-to-day support to the head of intermediary business, China Offshore, and Associate Director, Digital Distribution, HK
• Provide digital operation support and liaise with local marketing, product, and investment teams to enhance our presence on Hong Kong’s digital distributors
• Handle daily inquiries from clients
• Coordinate various client communications
• Create and maintain presentations for internal and external use
• Develop and maintain various reports
• Develop and manage sales support materials

Requirements:

• 3-5 years of sales, business development, or related experience within the financial services industry, with QDII experience preferred
• Proven sales track record and strong retail sales background in China, preferably in fund management or banking; related fields will be considered based on experience
• Proven ability to initiate and develop good working relationships with clients
• Preferably with domestic asset management business or China QDII related experience or previous experience in doing business in China
• Understanding of the China market and customs is a big advantage
• Fluent/native skills, both written and oral, in Cantonese, Mandarin, and English
• Resourceful, self-starting with a high degree of energy and initiative
• Flexible and positive attitude towards work; frequent travel in China is required
• Creative and innovative
• Strong team spirit and able to work under pressure and meet deadlines
• Familiarity with Morningstar Direct and other investment research and analytics platforms is an advantage

Benefits: We offer a comprehensive benefits package, valuing your wellbeing and supporting your development. We are flexible about where and when you work, finding a balance that works for all of us.