VP, Private Wealth at Franklin Templeton

Job Description:

Latest job information from Franklin Templeton for the position of VP, Private Wealth. If the VP, Private Wealth vacancy in Hong Kong matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Franklin Templeton for the position of VP, Private Wealth below matches your qualifications.

Overview

Join to apply for the VP, Private Wealth role at Franklin Templeton. 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 welcoming, inclusive, and flexible culture helps you reach your potential while helping our clients reach theirs. 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.

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.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales
• Industries: Financial Services and Investment Management

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Job Info:

• Company: Franklin Templeton
• Position: VP, Private Wealth
• Work Location: Hong Kong
• Country: HK

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information VP, Private Wealth at the office Hong Kong above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.