Wealth Client Service Manager

Requirements

• 7+ years of client service or related experience in a client contact capacity in the Financial Services Industry retail clientele, products, servicing needs, and information standards
• Experience with client services in asset management is required
• Experience working in a global business environment with diverse cultures and time zones
• Licenses & Language:
• High proficiency in both Cantonese and Mandarin is required
• SFC License Type 1 is preferred
• Strong client service and problem-solving capabilities
• High attention to detail and follow-through
• Ability to work independently with minimal supervision
• Strong prioritization and coordination skills
• Ability to interact and work with colleagues in a multi-site and cross-functional environment
• #LI-Hybrid
• Experience our welcoming culture and reach your professional and personal potential!
• Hear more from our employees
• Learn more about the wide range of benefits we offer at Franklin Templeton
• Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you ne

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 Wealth Client Service team supports retail clients across Greater China by delivering consistent, high-quality service experiences. The team partners closely with Sales, portfolio managers, and internal specialists to advocate for clients, resolve issues, and strengthen long-term relationships. Team members work collaboratively in a fast-paced, client-focused environment where they gain broad exposure to asset management operations, client engagement, and regional markets. We are looking for a Wealth Client Service Manager to join our team in Hong Kong. How will you add value? Core Responsibilities: 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 Understand client requirements and needs. Work with Sales to meet client demands, including education, training, and other value-added activities Support annual/quarterly client portfolio reviews Provide daily support to fulfil client account inquires (audits, correspondence, statement, trade processing, web support, etc.) Design and implement enhancements to existing client service workflows Take the lead on new client onboardings Internal Relationships & Collaboration: Act as the clients' advocate in interactions with other internal business units. Liaise with portfolio managers to prepare for portfolio reviews and any changes in investment guidelines, breaches etc. Work with internal teams to troubleshoot and resolve client issues in a timely manner. Work with other teams including New Business Services on client onboardings Maintain excellent business knowledge, customer needs, internal policies & procedures, as well as systems capabilities and constraints What will help you be successful in this role?

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