Wealth Client Service Associate/wealth Client Service Manager

Western Asset Management Company

Hong Kong, Hong Kong
**
Client servicing for retail clients
Respond to client queries
Handle custodian changes
** Franklin Templeton is seeking a Wealth Client Service Associate/Manager in Hong Kong to provide high-quality client service and support for retail clients across Greater China. The role requires strong client service skills and experience in asset management, along with proficiency in Cantonese and Mandarin. **

Job Summary

  • Support client servicing for clients in Greater China to drive deeper relationships for the retail business.
  • Interact with clients regularly to handle all servicing aspects including responding to client queries, implementing custodian changes, guideline changes etc.
  • We provide opportunities to help you reach your potential while helping our clients reach theirs.

Matching Summary

Match Score: 75

** Franklin Templeton is seeking a Wealth Client Service Associate/Manager in Hong Kong to provide high-quality client service and support for retail clients across Greater China. The role requires strong client service skills and experience in asset management, along with proficiency in Cantonese and Mandarin. **

Skills & Requirements

Must-have

  • Client servicing for retail clients
  • Respond to client queries
  • Handle custodian changes
  • Support client portfolio reviews
  • Client onboarding

Nice-to-have

  • Collaborative team environment
  • Client-focused approach
  • Global business exposure

Key Requirements

  • 5-8 years of client service experience
  • Financial Services Industry experience
  • Asset management client services experience
  • High proficiency in Cantonese and Mandarin
  • SFC License Type 1 preferred

Work Rights

Not specified

Tailored Resume

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