About the OpportunityJob Type: Permanent
Application Deadline: 24 March 2025
Job Description
Title Manager, Relationship Management
Department Hong Kong Workplace Investing Business
Location Hong Kong
Reports To Head of Relationship Management, Hong Kong Workplace Investing Business
Level 5
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 Hong Kong Workplace Investing Business - Relationship Management team and feel like you’re part of something bigger.
About your team
The Relationship Management team is responsible for delivering efficient and proactive service to all Defined Contribution clients in Hong Kong - MPF, ORSO and Intermediaries included. The team works closely with various stakeholders in managing the day-to-day business activities, client queries and ad-hoc projects.
About your role
As a core member of the Relationship Management team, the role will own client relationships, handle client enquiries and deliver best-in-class experience to our clients. The ideal candidate will act as the single contact point for our Defined Contribution clients - MPF, ORSO and Intermediaries included.
- Take a proactive lead in building relationship with clients, understanding their needs, addressing concerns and providing solutions.
- Conduct client (Employer, Member and Trustee) meetings independently.
- Coordinate with internal and external (Trustee & Administrator, Consultants and Brokers etc.) parties to ensure we provide timely and accurate response to prospects and clients.
- Look for opportunities to streamline existing procedures/operation platform in client servicing and communication with other local and global teams/departments.
- Initiate, prepare and continuously review/maintain internal and external client related materials in a timely manner.
- Identify opportunities to broaden relationship with clients and assist Sales team in preparation of materials and meetings.
- Represent HKWI in internal initiatives and projects including marketing, CS & operations, legal & compliance, and product development & delivery etc. as and when needed.
About you
- University degree, preferably in a business-related subject. Experience in financial services industry, preferably in asset management sector.
- SFC Type 1, 4 and MPF intermediary license is a plus advantage.
- Strong presentation skills to host client and event presentations.
- Excellent communication skills, both written and oral, in English and Cantonese. Mandarin speaking skill is desirable.
- Team player, who is self-motivated, disciplined and can multi-task.
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.
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What We Do
Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 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 countries and with $739.9 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.
*Data as of 31 March 2021
