About the opportunity
Fidelity’s Asian Pacific (ex.Japan) client-base currently represents assets of ca. US$ 30bn and covers numerous dynamic and highly competitive markets.
Asia Pacific Institutional Services is a client-oriented department providing support services for Fidelity’s institutional business lines across Asia Pacific.
The departmental remit encompasses both local office activities in their respective institutional market, together with supporting activities in frontier markets such as Thailand, Malaysia, Philippines, Brunei and other South East Asian countries where Fidelity does not maintain a physical office.
Working in partnership with Sales Directors and Relationship Directors in our local offices, the department has broad responsibilities for business qualification, new client implementation and ongoing client service (including change management).
We are a fast changing department committed to achieving total client satisfaction and contribute to Fidelity’s business goal of retaining and developing every client we win.
Purpose of the Role
Responsibility for business qualification and implementation of new clients in the Asia Pacific region. The qualification and take-on process requires close liaison with key internal stakeholders, in order to accurately capture client requirements and - for implementations - development of a clear project plan.
Timely and accurate project management of all departments and staff is required, to ensure the process is executed to the satisfaction of clients and their consultants, whilst minimising any risks to Fidelity
Responsibility for the day-day operations & client service of existing clients. The Client Services Manager (CSM) is responsible for the ongoing day-to-day operations and servicing of a dedicated portfolio of clients.
The successful candidate will act as the main contact for all operational and administrative services for clients with the objective of total client satisfaction.
The CSM works closely with the overall relationship owner to make a key contribution to the development of the client relationship and maximise asset retention
Utilise this knowledge to propose ideas to improve both operational efficiency and the client service model.
Business qualification / implementation & change management
The candidate will need to ensure all activities and deadlines are planned realistically and managed effectively.
Ongoing Client Service
The candidate will need to ensure all activities and deadlines are planned realistically and then met, whilst responding to client enquiries as they arise.
Experience and Qualifications Required
Your skills and experience
About Fidelity International
Fidelity International offers investment solutions and services and retirement expertise to more than 2.56 million customers globally.
As a privately-held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term.
Operating in more than 25 locations and with $783.6 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.
Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance.
Together with our Investment Solutions & Services business, we invest $567 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.
Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.
We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.
We are committed to being a truly flexible employer, encouraging and trusting our people to perform their role in the way that works best for them, our business, our colleagues and our clients.
We offer the maximum possible flexibility over where and when you work for all, considering your role and any local regulations.
We call this new approach "dynamic working".
Find out more about what we do, our history, our new approach of "dynamic working" and how you could be a part of our future at https : / / careers.
fidelityinternational.com / about-us
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