Investment Solutions Adviser

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About The Opportunity

Job Type: Permanent

Application Deadline: 31 May 2025

Job title: Investment Solutions Adviser

Location: Germany or London

Business Unit/Department: Client Solutions – Client Propositions

We’re proud to have been helping our clients build better financial futures for over 50 years. Join our Investment Client Solutions team and be part of something bigger.

Purpose of your role

• Support client-facing activity for Fidelity’s global distribution business, liaising with Investment Directors, Portfolio Managers, and the global sales force.
• Support ALM modelling and design, especially for the German DB business.
• Partner with investment and distribution teams worldwide to identify client needs and structure suitable solutions, engaging with clients to understand their long-term investment needs.
• Produce written materials such as pitch books, reporting materials, marketing collateral, and thought leadership content.
• Collaborate to design and enhance collateral that articulates our solutions approach.
• Build relationships and organizational skills, interacting with senior management and maintaining a comprehensive understanding of Fidelity’s business.

The specific responsibilities include:

• Coordinate with investment and operational teams to develop fit-for-purpose solutions.
• Identify commercial opportunities through strong links with distribution.
• Assist Investment Directors in client discussions and onboarding.
• Enhance the profile of Fidelity’s investment solutions internally and externally.
• Deepen knowledge of Fidelity’s capabilities and investment processes.
• Understand market structures, portfolio strategies, and industry trends to support sales and client relationships.
• Monitor industry, regulatory changes, and identify growth opportunities.

Experience and qualifications required

• Client-focused mindset and extensive asset management industry experience.
• ALM modelling experience and strong communication skills.
• Passion for investing, broad market knowledge, and understanding of portfolio theory.
• Technical understanding of investment strategies and solutions.
• Interpersonal skills, team engagement, and stakeholder management experience.
• Commercial acumen and growth mindset.
• Excellent presentation skills and ability to influence.
• Proactive, collaborative, and ownership-oriented attitude.
• CFA or equivalent qualifications preferred.

Rewarding environment

We offer a comprehensive benefits package, support for wellbeing and development, and flexible working options. Learn more at careers.fidelityinternational.com .

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Consulting, Information Technology, and Sales

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