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Client Services Manager

ExperiencedNo visa sponsorship
Fidelity Investments logo

at Fidelity Investments

Asset Management

Posted 12 days ago

No clicks

**Client Services Manager - Hong Kong** Manage institutional client service delivery for Fidelity across Asia Pacific ex Japan. Key responsibilities include: - Build strong relationships with regional offices, ensuring consistent client-servicing standards. - Coordinate client journey from onboarding to ongoing servicing and mandate changes, managing teams across various functions. - Maintain compliance with legal, regulatory, contractual, and internal requirements. - Drive service improvement initiatives using client feedback, data, and digital tools. Bring at least three years of relevant experience in financial services, strong client-service orientation, and proven ability to manage complex client matters. Excellent communication, interpersonal, and negotiation skills are essential. Fluent English required. Relevant SFC licensing preferred. Join a global leader in asset management, offering competitive benefits and a flexible, dynamic working environment.

Compensation
Not specified

Currency: Not specified

City
Hong Kong
Country
Hong Kong

Full Job Description

About the Opportunity

Job Type: Permanent

Application Deadline: 27 November 2026

Title Client Services Manager

Department Regional Institutional Services

Location Hong Kong

Reports To Head of RFP & Client Services, APACxJ

Level 5

Were 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 youre part of something bigger.

About your team

Fidelitys Asia Pacific (ex-Japan) institutional client base represents approximately US$27 billion in assets across dynamic and competitive markets. The Regional Institutional Service team provides client support for Fidelitys institutional business across Greater China, Australia, Korea, Singapore and Southeast Asia.

Working closely with Institutional Sales and Relationship Teams, the team is responsible for business qualification, new client onboarding, and ongoing servicing. We are a fast-paced, client-centric department committed to delivering exceptional service and contributing to Fidelitys goal of retaining and growing our client relationships.


About your role

As Institutional Client Services Manager, APxJ, you will manage the delivery of high-quality service to institutional clients across Asia Pacific ex Japan. Working closely with Institutional Sales, Global Mandate Services and other client supporting teams, you will help coordinate the client journey from onboarding and implementation through ongoing servicing, reporting, governance and mandate changes.

  • Build strong relationships with regional offices, understand local requirements and promote consistent client-servicing standards and best practices across APxJ.
  • Maintain awareness of the institutional business pipeline and partner with Sales to assess service requirements, identify exceptions to the standard offering and support client retention and development activities.
  • Plan and coordinate new client implementations and mandate changes, managing activities, dependencies and deadlines across Global Mandate Services, Relationship Management, Legal, Operations and other internal teams.
  • Manage ongoing client service and account coordination, anticipating client needs, resolving complex enquiries and ensuring agreed commitments and service standards are met.
  • Apply sound judgement to manage service and implementation risks, agree practical solutions with stakeholders and escalate material issues where appropriate.
  • Maintain effective governance, client documentation and audit trails, ensuring compliance with legal, regulatory, contractual and internal requirements.
  • Lead or contribute to service-improvement initiatives, using client feedback, data, digital tools, automation and responsible AI to enhance efficiency, consistency and the client experience.

About you

  • At least three years relevant experience in financial services, ideally within an asset manager, bank, trustee, custodian or insurance company.
  • Knowledge of institutional investment management, operational processes and the end-to-end client lifecycle.
  • Strong client-service orientation, with accuracy and attention to detail across service delivery, documentation and reporting.
  • Proven ability to manage complex client matters, balance client requirements with organisational constraints and develop practical solutions with limited guidance.
  • Strong written and verbal communication, presentation, interpersonal and negotiation skills, with the confidence to engage stakeholders at different levels.
  • Well organised, analytical and responsive, with the ability to manage competing priorities, work under pressure and meet deadlines.
  • Collaborative and proactive, with experience gaining commitment from internal partners and leading workstreams, implementations or process improvements.
  • Strong Microsoft PowerPoint, Excel and Word skills.
  • Fluent written and spoken English; additional Asian languages would be an advantage.
  • Relevant SFC licensing, including LE Paper 1, or an equivalent qualification for the applicable jurisdiction, is preferred.



Feel rewarded

For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. Its 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 careers.fidelityinternational.com.


Location: Hong Kong Office New

Time Type: Full time

Client Services Manager

Compensation

Not specified

City: Hong Kong

Country: Hong Kong

Fidelity Investments logo
Asset Management

12 days ago

No clicks

at Fidelity Investments

ExperiencedNo visa sponsorship

**Client Services Manager - Hong Kong** Manage institutional client service delivery for Fidelity across Asia Pacific ex Japan. Key responsibilities include: - Build strong relationships with regional offices, ensuring consistent client-servicing standards. - Coordinate client journey from onboarding to ongoing servicing and mandate changes, managing teams across various functions. - Maintain compliance with legal, regulatory, contractual, and internal requirements. - Drive service improvement initiatives using client feedback, data, and digital tools. Bring at least three years of relevant experience in financial services, strong client-service orientation, and proven ability to manage complex client matters. Excellent communication, interpersonal, and negotiation skills are essential. Fluent English required. Relevant SFC licensing preferred. Join a global leader in asset management, offering competitive benefits and a flexible, dynamic working environment.

Full Job Description

About the Opportunity

Job Type: Permanent

Application Deadline: 27 November 2026

Title Client Services Manager

Department Regional Institutional Services

Location Hong Kong

Reports To Head of RFP & Client Services, APACxJ

Level 5

Were 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 youre part of something bigger.

About your team

Fidelitys Asia Pacific (ex-Japan) institutional client base represents approximately US$27 billion in assets across dynamic and competitive markets. The Regional Institutional Service team provides client support for Fidelitys institutional business across Greater China, Australia, Korea, Singapore and Southeast Asia.

Working closely with Institutional Sales and Relationship Teams, the team is responsible for business qualification, new client onboarding, and ongoing servicing. We are a fast-paced, client-centric department committed to delivering exceptional service and contributing to Fidelitys goal of retaining and growing our client relationships.


About your role

As Institutional Client Services Manager, APxJ, you will manage the delivery of high-quality service to institutional clients across Asia Pacific ex Japan. Working closely with Institutional Sales, Global Mandate Services and other client supporting teams, you will help coordinate the client journey from onboarding and implementation through ongoing servicing, reporting, governance and mandate changes.

  • Build strong relationships with regional offices, understand local requirements and promote consistent client-servicing standards and best practices across APxJ.
  • Maintain awareness of the institutional business pipeline and partner with Sales to assess service requirements, identify exceptions to the standard offering and support client retention and development activities.
  • Plan and coordinate new client implementations and mandate changes, managing activities, dependencies and deadlines across Global Mandate Services, Relationship Management, Legal, Operations and other internal teams.
  • Manage ongoing client service and account coordination, anticipating client needs, resolving complex enquiries and ensuring agreed commitments and service standards are met.
  • Apply sound judgement to manage service and implementation risks, agree practical solutions with stakeholders and escalate material issues where appropriate.
  • Maintain effective governance, client documentation and audit trails, ensuring compliance with legal, regulatory, contractual and internal requirements.
  • Lead or contribute to service-improvement initiatives, using client feedback, data, digital tools, automation and responsible AI to enhance efficiency, consistency and the client experience.

About you

  • At least three years relevant experience in financial services, ideally within an asset manager, bank, trustee, custodian or insurance company.
  • Knowledge of institutional investment management, operational processes and the end-to-end client lifecycle.
  • Strong client-service orientation, with accuracy and attention to detail across service delivery, documentation and reporting.
  • Proven ability to manage complex client matters, balance client requirements with organisational constraints and develop practical solutions with limited guidance.
  • Strong written and verbal communication, presentation, interpersonal and negotiation skills, with the confidence to engage stakeholders at different levels.
  • Well organised, analytical and responsive, with the ability to manage competing priorities, work under pressure and meet deadlines.
  • Collaborative and proactive, with experience gaining commitment from internal partners and leading workstreams, implementations or process improvements.
  • Strong Microsoft PowerPoint, Excel and Word skills.
  • Fluent written and spoken English; additional Asian languages would be an advantage.
  • Relevant SFC licensing, including LE Paper 1, or an equivalent qualification for the applicable jurisdiction, is preferred.



Feel rewarded

For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. Its 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 careers.fidelityinternational.com.


Location: Hong Kong Office New

Time Type: Full time