• Hong Kong
  • Save Job
  • 8 - 11 Years
  • Posted : above 1 month

Job Description:

About the opportunity Department Description

Fidelity has served HK ORSO schemes since 1988 and we extended our retirement product offerings to cover MPF in 2000 Today we are the largest investment manager of ORSO member choice defined contribution schemes in HK and among the top MPF providers by assets under management with over 300k member accounts The mission of the business is to build lifetime relationships with our DC members by evolving our services to a market leading position

Purpose of your role

The role is to assist the team and eventually Fidelity as a firm to achieving its vision offer all-rounded retirement solutions in the best interests of members covering both financial and non-financial aspects The role is expected to execute plans/activities for strategies set up targeted for specific segments of identified group of customers Emphasis will be put in personal engagement in a form of face-to-face contact such as theme based on-site seminars for existing clients, or other means of communication

About you Key Responsibilities

Act always in the best interests of our customers and enable them to achieve their financial aspirations through outstanding retirement solutions and personalised services
Coordinate and manage on-site client activities, and generate opportunities to deepen member engagement and share of wallet
Conduct prospecting activities to uncover new business opportunities
Initiate outbound activities through face-to-face meetings and calls to follow up and close opportunities of prospects and members
Make regular outbound relationship calls to assess member needs on both financial and non-financial aspects, provide retirement offerings and enhance ongoing relationships
Work with internal stakeholders and external partners to provide solutions which address customer needs and achieve the overall business goals
Suggest ideas and solutions with respect to member relationship building, prospecting and addressing customer needs or regulatory needs
Take inbound telephone enquiry calls from members or prospects on product and market related queries
To be a product, market and retirement planning specialist to members face-to-face or over the phone To speak at seminars or briefing sessions to promote understanding of Fidelity products
Keep abreast of investment knowledge/ market development and share among the team through internal/ external briefings
Identify new business opportunities through members activities and work with different stakeholders to develop future strategy
Back up other Members Relationship Managers and administrative duties as a team
To continuously upgrade professional knowledge and standard through professional seminars, courses and trainings

Experience and Qualifications Required

A university graduate in business, finance or economics
8 years in relationship management role and ideally with mutual funds and retirement planning experience
Track record in managing a portfolio of mass affluent and high net worth customers
Sound knowledge of investment products and market
Strong interpersonal and customer servicing skills
Excellent problem solving skills in handling customer enquiries or complaints
Highly developed telephone marketing skills, with experience working in a call centre environment is desirable
Sound presentation skills, ideally with the experience of speaking at client seminars/ events/ briefing sessions
Able to work under pressure and meet sales goals
Can conduct in a professional manner with high integrity
Able to work independently, good initiative and strong commitment to the job
SFC license 1 & 4 or equivalent and MPF license are required
CFP or CFA qualification preferred
Fluent in English and Cantonese
Candidate with less experience will be considered as Assistant Members Relationship Manager

About Fidelity International 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

Find out more about what we do, our history, and how you could be part of our future at


Applying to this Job Role Please note you are only required to upload your CV/Resume to the application screen

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Banking, Financial Services/Stockbroking
Functional Area : Sales/Business Development
Role : Corporate Sales
Salary : As per Industry Standards
Deadline : 11th Apr 2020

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