Job Description
Title: Operations Manager
Department: Retail Operations
Reports to: Associate Director, Retail Operations
Location: Dalian, China
Job Type: Permanent
Reference number: N/A
About Fidelity International
Fidelity International was established in 1969 and provides asset management services to investors all over the world outside the US and Canada. We offer a wide range of funds to investors and currently manage over US$200 billion[1] for private individuals and institutions.
Working with investors, financial advisers and distributors around the world, we provide easy access to our investment funds to help people achieve their medium to long-term investment and savings goals. We are a stock-picking asset manager and our Fund Managers use in-house analysis from our ownaward-winning in-house research teams to build international investment products and portfolios stock-by-stock from the bottom-up. For further information please visit www.fidelityrecruitment.com.
About Dalian Operations
Dalian Operations is an operational service center responsible for providing supports to Fidelity's clients in Asia Pacific, including Hong Kong, Taiwan, Korea, Singapore and Japan. The teams provide account administration services (including account opening, account maintenance, dealing, settlements, cash match, payment handling etc.) to clients of different business channels in the region, including banks, brokerage firms, IFAs, insurance companies, high net-worth direct, retail direct, institutional. The product range supported includes SICAVS, B shares, monthly dividend funds, 3rd party funds. As some of the processes for the Asian clients are supported out of the UK head office, it is also the responsibility of the teams to communicate with the UK Operations teams to achieve operational excellence. In addition, the teams work very closely with the various Oversight teams (Legal, Compliance, Internal Audit, Corporate Security/AML, and Risk) in the region to implement Oversight requirements.
Purpose of your role
Manage the team to support the deal processing and image management tasks of Asia Pacific regions. The team need to work closely with other teams within and outside Asia Operations in order to provide professional support to business.
Your key accountabilities
· Manage all dealing / image management related processes and provide the relevant support to Asia business
· Lead the team to meet the productivity and accuracy goals and other operational goals
· Agree with relevant parties to setup operational goals and work closely with the team to achieve the goals
· Ensure the on time sign off of the processes, and meet all the product cut off timings
· Timely generate team performance dashboard, deal correction dashboard and other related reports
· Analyze team performance trends and propose improvement plans
· Closely monitor the resources availability and plan ahead on resources requirements
· Recruit and train the staff to provide professional support to business
· Evaluate staff performance, conduct performance review sessions, provide coaching and feedbacks to staff, drive performance excellence and retain key performers
· Work closely with different business contacts to resolve issues
· Drive for continuous process improvement
· Promote Fidelity culture in the team, build good team work
· Work closely with Operational Fraud Control and Risk Management Team to implement risk and fraud control related policies
· May need to work on different shifts of from 9:00 am to 6:00 pm or 10:00 am to 7:00 pm or 11:00 am to 8:00 pm
· May need to work on public holidays
· May have to work overtime when the processes require
· Other tasks or jobs assigned by the manager
Your skills and experience
· Bachelor degree and above in major of Business, Finance, Accounting or Economics
· At least 8 years of working experience
· More than 5 years of people management experience in BPO, Banking or Financial industries
· Excellent English communication skills both in oral and written
· Ability to manage and resolve complex operational issues
· Ability to identify risk and provide solutions
· Results driven, independent and proactive
· Customer focused and service-oriented
· Good communication skills
· Good presentation skill
· Sense of urgency and ability to execute
· High motivation to the business
· Flexible and positive attitude to work
· Able to work under pressures well
Values
· Think like an entrepreneurs
· Earn the client's trust
· Act with Integrity
· Make it happen
Job Status: Permanent
Code of Ethics Classification: NA <Core>
Registration & Licences Required: Not applicable
How to Apply
If you wish to apply for this position, please send your CV, quoting Job Title/Reference Code in the subject line.
For Internal Candidates (FIL employees): Please submit your application via your line manager to the HR Generalist.
For External Candidates: Please email to
* Please note that you must be eligible to work in Dalian China
Fidelity Confidential Information
[1] Assets and Resources as at 30.06.10