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Sales Manager, Wholesale Taiwan

Fidelity International

Taiwan - Taipei OfficeStaffH-1B sponsor company
Sign in to applyVerified 1h ago
Location
Taiwan - Taipei Office
Work model
On-Site
Level
Staff
H-1B history
694 approvals (FY2023)

About this role

About the Opportunity Job Type: Permanent Application Deadline: 30 September 2026 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

Listing verified 1h ago. Applications go through the company's official careers site.

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Sales Manager, Wholesale Taiwan at Fidelity International, Taiwan - Taipei Office | Yoinka