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 your role
The role comprises two distinct but complementary functions;
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
Business qualification / implementation & change management
Ongoing Client Service
Experience and Qualifications Required
Fidelity International offers world class investment solutions and retirement expertise. As a privately owned, independent company, investment is our only business. We are driven by the needs of our clients, not by shareholders. Our vision is to deliver innovative client solutions for a better future.
Our people are passionate, engaged, smart and curious, and we give them the independence and the confidence to make a difference. While we take pride in the excellence of our investment solutions and client service, we know we can always do better. We are honest, respectful and make tough calls, challenging the status quo to achieve better outcomes through innovation. Above all else, we always put our clients first.
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