Sales Manager, Wholesale Distribution, Southeast Asia

Job Description

Title Sales Manager, Wholesale Distribution, Southeast Asia

Department      Wholesale Distribution, Southeast Asia

Location Singapore

Reports To       Head of Wholesale, Southeast Asia

Level Manager

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 Wholesale, Southeast team and be a part of something bigger.

About your team

The Fidelity Southeast Asia (SEA) wholesale team is one of the highest performing, dynamic teams in the industry, made up of personable and technical wholesale professionals. The team is high energy, resourceful, respected and well established. We cover Singapore and the SEA markets bringing the best of Fidelity to our distributors and clients.

About your role

You will join the Fidelity SEA Wholesale distribution team and work and hone your craft as a salesperson and a financial professional. The role as a sales manager means building relationships with, selling to and developing our business with both new and existing clients across Southeast Asia. Selling to clients includes a broad variety of activities ranging from identifying opportunities to delivery of in-depth fund, solutions and investment presentations to the various divisions of our clients. The role also includes meeting day-to-day servicing and reporting needs of these clients. The client segment coverage includes retail banks, insurance companies, IFAs, digital platforms and asset managers and the coverage within each client typically includes investment product teams, due diligence teams, investment advisory teams and relationship managers.

About you

Key Responsibilities

• Business development: Actively prospect and identify new business opportunities and market trends within our intermediary distribution responsibilities, driving sales growth and market penetration. To contribute to the overall Southeast Asia plan
• Account management: To take on the responsibility for a selected number of clients Develop and maintain strong, long-term relationships with clients, ensuring excellent customer service and identifying opportunities for account growth. Collaborating effectively with internal teams and stakeholders to achieve this.
• Presentations: To prepare and execute fund presentations to asset managers and fund selection units and end investors. Topics would include market outlook, funds, firm capabilities and educational topics.
• Market and landscape research: Stay updated on market trends, competitor activity, and regulatory changes in Malaysia, Philippines, Singapore and the wider Southeast Asia region to provide insights and support business development efforts.
• Sales and asset retention: To drive sales and retain assets in existing funds in existing relationships, as well as increasing the number of funds in existing relationships.
• Servicing: To fulfil day-to-day (regular and ad-hoc) servicing and reporting needs of our clients.
• Sales materials: To prepare sales materials for our funds including presentations, placemats, brochures and write-ups.
• Campaigns and events: To work together with the marketing team to prepare and execute joint sales and marketing campaigns with our clients.
• Sales Reporting & Forecasting: Maintain accurate records of sales activities, leads, opportunities, and pipeline status, providing regular updates to senior management. Use of Salesforce for client relationship management.

Experience, approach and qualifications Required

• Customer-Centric Approach: Demonstrate a customer-first attitude by being responsive, proactive, and focused on delivering value to clients
• Positive, passionate and proactive personality: Enthusiastic with new initiatives and opportunities aimed to grow the business, always willing to learn new things
• Problem-Solving & Resilience: ability to tackle challenges head-on, contributing ideas and action plans, exhibiting resilience and persistence to overcome objections and secure new business in a competitive market: Ability to think creatively and keen to try new approaches to grow the business and solve problems.
• Business ownership mindset: possesses a vested, business owner approach rather than employee mindset. result oriented, self motivated and able to work independently
• Well organized and attentive to details
• Team player: collaborative attitude, able to organise work of self and others
• Financial products sales abilities: Graduate education with good grasp of financial knowledge, Experience in sales of financial products preferred,
• Strong communication skills: Outstanding internal and external communication skills, good negotiation skills
• Knowledge of specific Bloomberg, Morningstar and other specific tools
• Excellent English and Mandarin communication skills
• Excellent PC knowledge (Windows, Word, Excel, PowerPoint)
• High standard of ethics, honesty and integrity  

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

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