Fidelity's Asian institutional & Wholesale client-base currently represents numerous dynamic and highly competitive markets. Asia Pacific Institutional & Wholesale Client Services is a client-oriented department providing support services for Fidelity's institutional & Wholesale business lines across Asia. The departmental remit encompasses both local office activities in their respective institutional market, together with supporting activities in South East Asian countries where Fidelity does not maintain a physical office.
Partnering closely with the regional/country institutional & Wholesale teams within the Asia Pacific region, the team has broad responsibilities for business qualification, new client implementation and ongoing client service (including change management). We are a dynamic team committed to delivering outstanding client experience and contributing to Fidelity's Institutional & Wholesale business goal of retaining and growing every client we win.
Distribution Services is responsible for providing client services to distributors and to provide middle office support to Intermediary business. Our goal is to ensure all operational related tasks are being processed effectively and efficiently. The team is responsible for liaising with business staff, clients and Retail Operations to drive for service excellence to meet the growing demands of business and clients.
Purpose of your role
The primary role of the Cashflows & Reporting Team is to manage and ensure that both the cash flow processing and investment & administrative reporting for the Institutional is carried out efficiently and with high service levels. The team would also be managing the reporting for the Wholesale and Private Banking clients.
The team will have a thorough understanding of investment process flows, accounting and performance measurement process. They will also understand the dealing and cash flow process and manage these critical areas.
The team will be responsible for the production and review of all regular client reports and take responsibility for the creation of all reporting agreed with the client during on-boarding and later, ensuring the timely delivery of all client reports to the Clients as per the agreed SLAs. The team will liaise with all relevant stakeholders located globally to ensure that any new client reporting process is implemented effectively and efficiently.
Reporting team works closely with the Client Service Managers and regional Sales Teams to improve Fidelity's service offerings and to ensure that the new client take on activity happens smoothly. They will also work closely with the RFP team to ensure that the potential client reporting proposals are competitive and efficient from delivery perspective.
Experience and Qualifications Required
Great minds, better together.
Fidelity International is an equal opportunities employer and is commited to a policy of treating all its employees and job applications equally.