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About the Role

This is a critical role within the Wholesale Sales Department, managing our core accounts, building relationships with, and promoting our funds to both new and existing clients. Sales promotion activities range from identifying opportunities to delivering in-depth fund and investment presentations. The role also includes meeting day-to-day servicing and fund promotion needs of these clients.

Responsibilities

• Plan and promote sales activities for Wholesale clients, including banks, brokers, and domestic asset management companies.
• Acquire and support clients for domestic sales of Japanese and foreign mutual funds.
• Plan and promote sub-advisory business for asset management companies.
• Conduct sales activities and build deep relationships with branches of mutual fund distributors, especially major securities firms.
• Promote and cover existing and new products to client's Sales organization and Branches.
• Build and maintain personal and trusting relationships with focus clients such as large Broker-dealers, Trust Banks, and Mega Banks.
• Plan and execute mass marketing plans for non-focus clients such as Regional Banks.
• Maintain up-to-date knowledge of products and the financial market.
• Maintain in-depth knowledge of the marketplace and competitive landscape.
• Collaborate with Marketing, Product Specialists, Client Services, and other internal stakeholders, including overseas offices, to meet client needs and generate business.
• Ensure Wholesale investment products and services provide a strong competitive market position and leverage Fidelity’s worldwide resources and experience to build a first-class Wholesale business in Japan.
• Co-work with other team members for both relationship management and fund promotion.

Requirements

• 10+ years of Sales experience in the Asset Management industry or related industry with strong relationships with distributors.
• 5+ years of experience in a product-related role in the financial service industry is a plus.
• Expertise in investment strategies and financial instruments including equities, fixed income, and FX.
• Extensive knowledge of the investment management business in Japan.
• Self-starter who is result-oriented and self-motivated.
• Ability to take a logical approach to problem-solving, determine appropriate priorities, and lead to the best solution.
• Enthusiastic and flexible attitude with experience working on a wide range of fields.
• Team player with strong interpersonal skills and a flexible and proactive approach to resolving conflicts and overcoming problems.
• Good working verbal and written communication skills in English preferred.

Skills

• Sales
• Relationship Management
• Fund Promotion
• Investment Strategies
• Financial Instruments
• Equities
• Fixed Income
• FX
• Investment Management
• Marketing
• Product Knowledge
• Client Services
• Communication

Location

• Tokyo

Work Type

• Permanent
• Full-time

Experience Level

• Senior

Education Level

• CFA, CMA, or CAIA preferred

About the Company

• Proudly helping clients build better financial futures for over 50 years by working together and supporting each other worldwide.
• Fidelity International Japan (FIJ) and Fidelity’s overseas group companies.