Fidelity International is hiring a permanent Client Services Manager in Hong Kong, at Level 5 in its Regional Institutional Services department, to manage service delivery for institutional clients across Asia Pacific ex Japan. Applications close on 27 November 2026. At Youth Works Hub, we reviewed the full posting and set out the role, the team and the requirements below.
Position Details in Regional Institutional Services
💼 Title: Client Services Manager (the role description also uses Institutional Client Services Manager, APxJ)
🏢 Department: Regional Institutional Services
📍 Location: Hong Kong
🧭 Reports to: Head of RFP & Client Services, APACxJ
🎚️ Level: 5
📄 Job type: Permanent
Fidelity's 50 Years of Building Financial Futures
Fidelity states that it has been helping its clients build better financial futures for over 50 years. It credits that record to people working together and supporting each other all over the world, and it invites new colleagues to join the team and feel part of something bigger.
A US$27 Billion Institutional Client Base in Asia Pacific
Fidelity's Asia Pacific (ex-Japan) institutional client base represents approximately US$27 billion in assets. The posting describes these as dynamic and competitive markets, and this role sits directly within the service function supporting that business.
Markets Supported by the Regional Institutional Service Team
The Regional Institutional Service team provides client support for Fidelity's institutional business across:
🏙️ Greater China
🇦🇺 Australia
🇰🇷 Korea
🇸🇬 Singapore
🌏 Southeast Asia
What the Team Is Responsible For
The team works closely with Institutional Sales and Relationship Teams and carries three core responsibilities:
✅ Business qualification
🚀 New client onboarding
🔄 Ongoing servicing
Fidelity describes it as a fast-paced, client-centric department, committed to delivering exceptional service and contributing to the company's goal of retaining and growing its client relationships.
Managing the Institutional Client Journey Across APxJ
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 through each of these stages:
🛬 Onboarding and implementation
🛎️ Ongoing servicing
📑 Reporting
🏛️ Governance
🔀 Mandate changes
Building Regional Relationships and Consistent Service Standards
A first part of the job is regional. You will build strong relationships with regional offices, understand local requirements, and promote consistent client-servicing standards and best practices across APxJ.
Partnering with Sales on the Institutional Pipeline
You will maintain awareness of the institutional business pipeline and partner with Sales in three ways:
🔎 Assessing service requirements
🚧 Identifying exceptions to the standard offering
🌱 Supporting client retention and development activities
Planning Client Implementations and Mandate Changes
You will plan and coordinate new client implementations and mandate changes, managing activities, dependencies and deadlines across several internal groups:
🗂️ Global Mandate Services
👥 Relationship Management
⚖️ Legal
⚙️ Operations
🧩 Other internal teams
Ongoing Client Service and Account Coordination
Day-to-day service and account coordination is central to the position. You will anticipate client needs, resolve complex enquiries, and ensure that agreed commitments and service standards are met.
Using Judgement on Service and Implementation Risks
The posting asks for sound judgement in managing service and implementation risks. That means agreeing practical solutions with stakeholders and escalating material issues where appropriate.
Governance, Client Documentation and Audit Trails
You will maintain effective governance, client documentation and audit trails, ensuring compliance with legal, regulatory, contractual and internal requirements.
Service Improvement with Data, Automation and Responsible AI
You will lead or contribute to service-improvement initiatives aimed at better efficiency, consistency and client experience, drawing on:
💬 Client feedback
📈 Data
💻 Digital tools
🤖 Automation
🧠 Responsible AI
Financial Services Experience Required
Fidelity asks for at least three years' relevant experience in financial services, ideally gained within one of these types of institution:
🏦 Asset manager
💳 Bank
🛡️ Trustee
🔐 Custodian
☂️ Insurance company
Institutional Knowledge You Should Bring
Candidates need knowledge of institutional investment management, operational processes and the end-to-end client lifecycle. A strong client-service orientation is also expected, with accuracy and attention to detail across service delivery, documentation and reporting.
Handling Complex Client Matters with Limited Guidance
You should have a proven ability to manage complex client matters, balance client requirements with organisational constraints, and develop practical solutions with limited guidance.
Communication and Personal Strengths on the Candidate Profile
🗣️ Strong written and verbal communication skills
🎤 Strong presentation skills
🙌 Strong interpersonal and negotiation skills, with the confidence to engage stakeholders at different levels
📋 Well organised, analytical and responsive
⏱️ Able to manage competing priorities, work under pressure and meet deadlines
🤲 Collaborative and proactive, with experience gaining commitment from internal partners
🛠️ Experience leading workstreams, implementations or process improvements
Software, Language and SFC Licensing Requirements
🖥️ 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
According to Youth Works Hub's review of the posting, the additional Asian languages and the licensing are the two items worded as an advantage or a preference rather than a firm requirement.
Benefits, Wellbeing and Flexible Working at Fidelity
Fidelity promises a comprehensive benefits package and says it will value your wellbeing and support your development. It also says it will be as flexible as it can about where and when you work, looking for a balance that works for everyone, as part of its commitment to making people feel motivated by their work and happy to be part of the team. The posting points to the company's careers site for more about its work, its approach to dynamic working and how you could build your future there.
More Roles and How Listings Are Checked
Find more openings like this one among the job opportunities on Youth Works Hub, and read how we verify opportunities before you send your next application.
Frequently Asked Questions
Where is the Fidelity Client Services Manager based?
The role is based in Hong Kong, within the Regional Institutional Services department. It serves institutional clients across Asia Pacific ex Japan, including Greater China, Australia, Korea, Singapore and Southeast Asia.
Is this a permanent position?
Yes, the posting lists the job type as Permanent. The position is Level 5 and reports to the Head of RFP & Client Services, APACxJ.
How much experience does Fidelity ask for?
Fidelity asks for at least three years' relevant experience in financial services. Experience within an asset manager, bank, trustee, custodian or insurance company is described as ideal.
Is SFC licensing mandatory for this role?
The posting says relevant SFC licensing, including LE Paper 1, or an equivalent qualification for the applicable jurisdiction, is preferred. It is worded as a preference rather than a firm requirement.
Which languages are needed?
Fluent written and spoken English is required for this role. Additional Asian languages would be an advantage, although the posting does not name specific ones.
Which teams would the Client Services Manager work with?
The role works closely with Institutional Sales, Global Mandate Services and other client supporting teams. Implementations and mandate changes also involve Relationship Management, Legal, Operations and other internal teams, alongside Fidelity's regional offices.
Does the job involve AI or automation?
Yes, the role includes leading or contributing to service-improvement initiatives. These use client feedback, data, digital tools, automation and responsible AI to enhance efficiency, consistency and the client experience.
Does the posting state a salary?
No salary figure is given in the posting. Fidelity refers instead to a comprehensive benefits package, support for wellbeing and development, and flexibility about where and when you work.
Is the vacancy limited to certain nationalities?
The posting names no nationality restriction. It sets out experience, knowledge, skills and language requirements, and it does not address work authorisation or relocation support.
What is the application deadline?
The application deadline for the Client Services Manager position is 27 November 2026. Applications are submitted through Fidelity's online application page.
Deadline
⏳ 27 November 2026
Links
🖱️ Apply on Fidelity International's application page: https://fil.wd3.myworkdayjobs.com/001/job/Hong-Kong-Office-New/Client-Services-Manager_J72294/apply
🌐 Fidelity International careers site: https://careers.fidelityinternational.com
