Wealth Client Service Associate/wealth Client Service Manager
Franklin Templeton
Hong Kong
Hybrid
Client servicing for greater china
Respond to client queries
Implement custodian changes
The Wealth Client Service team supports retail clients across Greater China by delivering consistent, high-quality service experiences
Job Summary
The Wealth Client Service team supports retail clients across Greater China by delivering consistent, high-quality service experiences.
Core Responsibilities include supporting client servicing, interacting with clients regularly to handle all servicing aspects, and working with Sales to meet client demands.
Franklin Templeton is committed to fostering a diverse and inclusive environment and provides employees with the tools, resources, and learning opportunities to help them excel.
Matching Summary
The Wealth Client Service team supports retail clients across Greater China by delivering consistent, high-quality service experiences.
Skills & Requirements
Must-have
Client servicing for Greater China
Respond to client queries
Implement custodian changes
Handle guideline changes
Asset management client services experience
High proficiency in Cantonese and Mandarin
Nice-to-have
Client advocate role
Collaborative team environment
Fast-paced client-focused environment
Global business environment experience
Key Requirements
5 - 8 years client service experience
Financial Services Industry retail clientele experience