Job Description
Title Sales Manager, Wholesale Taiwan
Department Wholesale
Location Taipei, Taiwan
Reports To Team head, Wholesale Taiwan
Level 6
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 team and feel like you’re part of something bigger.
About your team
The Wholesale business is a key focus of FIL SITE’s as well as Fidelity International’s business plans. The Taiwan Wholesale team comprises 28 sales professionals/supports is responsible for partnering closely with intermediary clients in Taiwan and internal stakeholders to provide them with investment solutions that meet their needs as well as providing first class servicing. Our clients include local and international banks, insurance companies, securities firms and online platforms. The team is also responsible for developing and executing a sound and effective sales strategy that will help Fidelity International meet its ambitious business growth targets as well as increase the brand recognition and market share of FIL SITE in Taiwan.
About your role
The candidate will be primarily responsible for looking after an assigned list of wholesale clients and working effectively with internal stakeholders to grow Fidelity International’s wholesale business in Taiwan.
About you
Key Responsibilities
1. Asset Retention Initiatives
- Develop and implement proactive asset retention programs to minimize outflows and strengthen client loyalty.
- Analyze client redemption trends to identify at-risk segments and design targeted retention strategies.
- Partner with relationship managers and branch teams to deliver tailored client engagement and retention plans.
2. Sales Management
- Oversee and monitor sales performance across key distribution channels to ensure the achievement of business targets.
- Provide tactical support and guidance to front-line sales teams to enhance execution effectiveness.
- Track and evaluate KPIs, assess the impact of sales campaigns, and adjust strategies to maximize productivity and outcomes.
3. Wealth Solutions (WS) Strategy & Initiatives
- Lead WS-related business strategies and initiatives to drive growth, enhance product penetration, and improve overall competitiveness.
- Collaborate closely with product, marketing, and investment teams to launch new offerings or optimize existing ones.
- Drive digital engagement and advisory enablement initiatives to elevate client experience and improve sales efficiency.
- Serve as project lead on key WS-related initiatives, ensuring timely delivery and alignment with business priorities.
4. Sales & Branch Engagement
- Conduct regular branch visits to strengthen relationships with distribution partners and field teams.
- Deliver compelling sales presentations, product training, and client event support to enhance field engagement.
- Gather market insights and client feedback to inform business planning, sales strategy, and product positioning.
Qualifications & Experience
- Bachelor’s degree or above in Finance, Business, or a related discipline.
- 10+ years of experience in wealth management, investment sales, or distribution management.
- Proven ability in sales performance management and client relationship development.
- Strong communication, presentation, and stakeholder management skills.
- Proficiency in both Mandarin and English 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.
Skills Required
- Bachelor's degree or above in Finance, Business, or a related discipline
- 10+ years of experience in wealth management, investment sales, or distribution management
- Proven ability in sales performance management and client relationship development
- Strong communication, presentation, and stakeholder management skills
- Proficiency in both Mandarin and English
Fidelity International Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity International and has not been reviewed or approved by Fidelity International.
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Parental & Family Support — Family leave and carers’ support are emphasized via equalized paid parental leave globally and enhanced maternity/adoption policies. Inclusive provisions also cover carers’ leave and compassionate leave to support diverse family needs.
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Healthcare Strength — Healthcare benefits and private medical insurance are consistently highlighted as part of the core package across locations. Wellbeing resources, including an Employee Assistance Programme and menopause support, reinforce the depth of health coverage.
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Retirement Support — Pension and retirement savings are positioned as a strong element of the total package in multiple markets. Retirement design is frequently cited alongside paid time off and flexibility as part of a solid overall offer.
Fidelity International Insights
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
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