Wealth Client Service Manager at Dormont Manufacturing Co

職位 Wealth Client Service Manager
刊登日期 03 Jul 2026
已過期 02 Aug 2026
公司名稱 Dormont Manufacturing Co
地點 香港 | HK
僱傭形式 Full Time

職位描述:

最新職位資訊來自 Dormont Manufacturing Co 職位為 Wealth Client Service Manager. If the Wealth Client Service Manager 職位空缺在 香港 符合您的資格,請直接透過更新後的 Jobkos 招聘門戶提交最新的申請或履歷。

請注意,求職申請並非總是容易的,申請人必須符合公司設定的特定要求。我們希望以下在 Dormont Manufacturing Co 職位為 Wealth Client Service Manager 的職業機會適合您的專業資格。

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 香港.

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 inquiries (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?

Experience:

  • 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

Skills:

  • 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

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 職位s, please send an email to . In your email, please include the accommodation or adjustment you are requesting, the 職位名稱, 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.

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工作資料:

  • 公司名稱: Dormont Manufacturing Co
  • 職位: Wealth Client Service Manager
  • 工作地點: 香港
  • 國家: HK

如何提交申請:

在閱讀並了解職位資料中說明的入職標準及最低資格要求後, Wealth Client Service Manager at the office 香港 以上,請立即準備好求職信、履歷表(CV)、畢業證書副本及其他證明文件。請透過下方的「下一頁」連結提交申請。

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