Title Sales Manager
Location Santiago
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 LatAm Sales team and feel like you’re part of something bigger.
About your team :
Fidelity International offers world class investment solutions and retirement expertise. As a privately owned, independent company, investment is our only business. We are driven by the needs of our clients, not by shareholders. Our vision is to deliver innovative client solutions for a better future.
Fidelity International has been able to deliver outstanding service to its clients in the Latin American Market. Our people are passionate, engaged, smart and curious, and we give them the independence and the confidence to make a difference. While we take pride in the excellence of our investment solutions and client service, we know we can always do better. We are honest, respectful and make tough calls, challenging the status quo to achieve better outcomes through innovation. Above all else, we always put our clients first.
About your role :
As a integral member of the LatAm sales team (Chile, Peru, Colombia, Uruguay, Mexico and Brazil), the Relationship (Sales) Manager works in partnership with the Sales Team to ensure the effective and efficient implementation of the LatAm sales plan throughout its client base (Wholesale and Institutional clients).
The role includes strong sales skills, experience in the sector and relationship with clients are valued.
Key Responsibilities :
Act as day-to-day client contact, including principal contact for designated clients
Build, develop and maintain strong relationships with selected clients
This includes:
- Development of a relationship network with the client
- Drafting of a client map
- Managing of joint marketing and distribution activities
Thorough assessment of the clients’ needs resulting in unsurpassed, continuously improving client service
Liaise closely with the sales teams responsible and with the marketing department
Actively contribute to further develop Fidelity’s LatAm business to support, achieve and secure long-term business growth
Work closely with the Marketing team to come up with creative marketing ideas i.e. for road shows or joint marketing campaigns with key clients
Achieve net sales targets within your client group
About you :
Higher education in business, finance or economics
Proven success of at least 5 years of professional experience in the financial industry, ideally with experience in the asset management industry
Willing and able to travel
Excellent knowledge of the Latam asset management industry and trends
Experience in presenting to large audiences
Creative and imaginative
Strong verbal and written communication skills to build on strong commercial skills
Able to work independently yet a team player
Business fluent in both Spanish and English
Committed to successfully complete an industry recognised qualification
Ability to work under pressure to deadlines in a fast-paced environment, well organised
Good PC knowledge with strong analytical skills
Experience in using Sales Force and Morningstar Direct is a plus
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.