Sales Manager, Wholesale Taiwan

Job Description

Title Sales Manager, Wholesale Taiwan

Department      Wholesale

Location Taipei, Taiwan

Reports To       Team head, Wholesale Taiwan

Level 5

Fidelity International offers investment solutions and services and retirement expertise to more than 2.8 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 locations and with $816.9 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 $471 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. Find out more about what we do, our history, and how you could be a part of our future at

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.
• 5–8 years of experience in wealth management, investment sales, or distribution mana

  Job Description

  Title Sales Manager, Wholesale Taiwan

  Department      Wholesale

  Location Taipei, Taiwan

  Reports To       Team head, Wholesale Taiwan

  Level 5

  Fidelity International offers investment solutions and services and retirement expertise to more than 2.8 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 locations and with $816.9 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 $471 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. Find out more about what we do, our history, and how you could be a part of our future at

  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.
• 5–8 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

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

  gement.
• 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

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