Institutional Client Account Associate/ Institutional Client Account Manager
Job Description
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!
We are seeking an Institutional Client Account Associate/ Institutional Client Account Manager to join our Client Services team in Hong Kong. This role is responsible for delivering high-quality, differentiated client service to our institutional clients across the Greater China region, with a strong focus on driving client excellence.
The successful candidate will proactively engage clients in all aspects of account servicing, develop a deep understanding of client needs, and partner with internal stakeholders to deliver effective solutions Through consistent, value-added interactions, the role plays a key part in strengthening client relationships and enhancing the overall client experience.
What are the responsibilities of this position?
Proactively collaborate with internal stakeholders and external parties to manage all institutional BAU activities, while maintaining a strong understanding of client portfolios and ensuring high service quality.
Respond promptly to client inquiries, including custodian changes, agreement and investment guideline updates, reporting clarifications, and resolution of operational incidents (e.g., settlement issues, errors, breaches, and reporting discrepancies).
Develop a strong understanding of client requirements and needs; partner closely with Sales to meet client expectations through customized training, client meetings, institutional marketing events, and asset retention initiatives.
Lead regular client portfolio review meetings, including meeting coordination and preparation of presentation materials with relevant stakeholders.
Participate in and drive client service initiatives and projects, contributing to continuous improvement in service delivery.
Play an integral role in new client onboarding and account opening, with a strong understanding of KYC and onboarding processes.
Maintain strong business and product knowledge, with high-risk awareness and a solid understanding of system capabilities and limitations.
Drive and contribute to best practices in client service delivery, ensuring adherence to internal controls, regulatory requirements, and audit expectations.
Demonstrate strong team spirit by actively sharing knowledge and best practices within the team.
What qualifications, skills and experience would help someone to be successful?
Experience, Education & Certifications:
Minimum 5 years of client service or related experience in a client facing role within financial services, servicing institutional clients
Experience in asset management client services is preferred
Proven experience working in a global business environment, collaborating across diverse cultures and multiple time zones
Relevant SFC licenses (Type 1 and/or Type 4) are preferred. Candidates without current licenses must be eligible and willing to obtain the required licenses within a specified timeframe
Role seniority will be determined based on the candidate’s relevant experience and qualifications
Technical Skills:
Strong client service orientation with excellent problem solving and issue resolution skills
High level of attention to detail, with the ability to manage complex and sensitive information accurately
Strong capability to prioritize workflows, manage competing deadlines, and coordinate effectively with others
Soft Skills:
Ability to work independently with minimal supervision, while maintaining accountability and quality standards
Demonstrated ability to interact and collaborate in a multi-site, cross functional environment
Excellent organizational and follow through skills
Excellent verbal and written communication skills in English, Mandarin, and Cantonese; additional language proficiency is an advantage
Willingness and ability to travel within the region as required
#ASSOCIATE
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.
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 [email protected]. 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.