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About the Role
This is a critical role within the Wholesale Sales Department, managing core accounts, building relationships, and promoting funds with new and existing clients. Sales promotion involves identifying opportunities and delivering in-depth fund and investment presentations. The role also includes day-to-day servicing and fund promotion activities.
Responsibilities
- 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, Mega Banks.
- Plan and execute mass marketing plans to 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.
- Work closely 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 maintain 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 Management
- Client Services
- Communication
Location
- Tokyo
Work Type
- Permanent
Experience Level
- Senior Manager
- 10+ years of Sales experience
- 5+ years of experience in a product-related role
Education Level
- CFA, CMA, or CAIA preferred
About the Company
- Proudly helping clients build better financial futures for over 50 years.
- Achieved success through collaboration and mutual support worldwide.
- Fidelity International Japan (FIJ) and Fidelity’s overseas group companies.