Investment Solutions Adviser

Job title: Investment Solutions Adviser

Location: Germany or London

Business Unit/Department: Client Solutions - Client Propositions

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Investment Client Solutions team and feel like you’re part of something bigger.

Purpose of your role

•    The individual will join Fidelity’s Client Solutions team, supporting client-facing activity for Fidelity’s global distribution business. As well as working closely with the global Investment Directors, this individual will liaise with the Portfolio Managers and the global sales force.  
•    With a focus on the German DB business in particular., this individual will support ALM modelling and design as part of the building out of the German DB offering
•    Works globally to partner both with Fidelity investment teams and distribution teams around the world, to identify client needs and structure suitable solutions to meet these needs. Engaging in conversations with clients to holistically understand their long-term investment needs and how these map to Fidelity’s wider investment capabilities and strategies.
•    Responsibilities include the production of a wide range of written material to support client engagement. This includes pitch books and product presentations, reporting materials, marketing and training collateral, editorial content and thought leadership, RFP/RFI submissions.
•    Collaboration with the Solutions Directors and Head of Client Solutions to design, create and enhance collateral to articulate our Solutions approach including case studies and playbooks to be used with clients and internally with sales teams.
•    This is a key business development role which requires excellent relationship development and organisational skills, effective interaction with senior management and the ability to build and maintain a robust and evolving understanding of Fidelity’s business.

The individual’s specific responsibilities will include:
•    Support engagement model with investment teams, PRE, SAA/Macro, operational teams and distribution to ensure that new solutions are fit for purpose, in line with client requirements and well-coordinated with investments to develop new products and innovations
•    Develop strong links with distribution to identify commercial opportunities
•    Working with the Investment Directors to discuss prospects and client needs and identify potential solutions and supporting the client onboarding process as required
•    Raise the profile of FIL’s investment solutions both internally and externally
•    Build a dynamic knowledge and understanding of Fidelity’s capabilities; disciplines and client proposition 
•    Develop a deep understanding of Fidelity’s capabilities and investment process, together with the ability to communicate this both to colleagues and clients.  
•    Build a strong knowledge of the market structure, a deep knowledge of portfolio strategies, a capacity to communicate these in different formats and an ability to support sales through direct client relationships when necessary.  
•    Develop an in-depth understanding of competitors and the industry; monitor for new trends and opportunities and identify growth opportunities in existing markets/channels as well as develop understanding of regulatory change and opportunities/challenges this may present for Fidelity
•    Follow a single global process, operating model and procedure

Experience and qualifications required:

•    A client and service focused mindset
•    Extensive experience of the asset management industry, including an understanding of the investment, cost and regulatory factors affecting the investment needs of clients 
•    ALM understanding and modelling experience
•    Strong communication skills and an ability to empathise - applies to others internally at Fidelity and our clients. 
•    A passion for investing and a broad knowledge of current and historic market and asset class trends, levels and valuations 
•    A grounding in portfolio theory and investment concepts
•    Robust technical understanding of the drivers and benefits of a wide range of investment strategies and solutions
•    Strong interpersonal skills, preferably with experience of working in a large team, and engagement with stakeholders
•    A strong commercial sense and desire to grow and expand Fidelity’s business
•    Strong presentation skills, including the ability to effectively communicate complex concepts and to influence audiences in both small and large-scale forums 
•    Highly collaborative approach and a team player 
•    Proactive approach and a ‘can-do’ attitude to take ownership and resolve issues. 
•    CFA or equivalent qualifications are preferred

Feel rewarded

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.