VP, Private Wealth

Benefits

Additional Information

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! 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. The team collaborates closely to deliver investment solutions and deepen relationships with private banks, family offices, and other platforms. How You Will Add Value Core Responsibilities You will cultivate and deepen relationships with existing distributors. You will identify potential distribution partners to increase market share. You will prioritise efforts for medium and long-term business growth. You will deliver AUM and sales targets across private wealth channels. You will monitor client structure, objectives, benchmarks, and holdings. You will provide market intelligence to guide strategy and product efforts. You will coordinate with teams to resolve client inquiries accurately. You will execute sales ideas and deliver tailored presentations. You will run sales campaigns and explore new markets and channels. You will work with regional team members to grow distribution footprint. You will handle RFPs, annual due diligence, and queries. You will partner with Marketing to promote branding and materials. You will monitor asset classes and competitors to position products. What Will Help You Be Successful in This Role Experience, Education & Certifications Bachelor's degree in finance or related field. 8-12 years of sales/relevant experience in asset/private wealth management. Proven track record in business development. Familiarity with mutual funds and alternatives (private equity, real estate, credit). SFC License (Type 1) is required. Technical Skills Strong knowledge of financial services and fund strategies. Proficient in Microsoft Word, Excel, PowerPoint. Chinese word processing skills. Solid understanding of market data tools (Bloomberg, Morningstar). Soft Skills Excellent verbal and written communication. High personal and professional integrity. Strong relationship management and strategic selling skills. Ability to deliver compelling presentations. Able to multitask in fast-paced environments. Fluent in Cantonese and English; Mandarin is a plus. #LI-APAC #MID_SENIOR_LEVEL Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. Hear more from our employees By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com . In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.