Expand firm's reach across private wealth channels
Deliver aum and sales targets
Monitor client structure, objectives, benchmarks, and holdings
Franklin Templeton is seeking a Vice President for their Private Wealth team in Hong Kong, responsible for expanding the firm’s reach across private wealth channels. The ideal candidate will have extensive experience in asset management sales, strong relationship management skills, and fluency in English and Cantonese, with Mandarin as a plus
Job Summary
The Private Wealth team in Hong Kong covers Greater China and plays a critical role in expanding the firm’s reach across private wealth channels.
You will cultivate and deepen relationships with existing distributors and identify potential distribution partners to increase market share.
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
Match Score: 85
Franklin Templeton is seeking a Vice President for their Private Wealth team in Hong Kong, responsible for expanding the firm’s reach across private wealth channels. The ideal candidate will have extensive experience in asset management sales, strong relationship management skills, and fluency in English and Cantonese, with Mandarin as a plus.
Skills & Requirements
Must-have
Expand firm's reach across private wealth channels
Deliver AUM and sales targets
Monitor client structure, objectives, benchmarks, and holdings
Provide market intelligence to guide strategy
Execute sales ideas and deliver tailored presentations
Run sales campaigns and explore new markets
Nice-to-have
Cultivate and deepen relationships with existing distributors
Identify potential distribution partners
Collaborate with regional team members to grow footprint
Partner with Marketing to promote branding
Monitor asset classes and competitors
Key Requirements
8–12 years of sales/relevant experience
Proven track record in business development
Familiarity with mutual funds and alternatives
SFC License (Type 1) is required
Bachelor’s degree in finance or related field
Fluent in Cantonese and English; Mandarin is a plus