VP, Institutional Sales, Greater China

Posted 13 Hours Ago
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Hong Kong, Central, Central & Western District
5-7 Years Experience
Financial Services
The Role
The VP, Institutional Sales for Greater China at Franklin Templeton will be responsible for implementing the sales strategy for the Greater China region, driving sales results, and enhancing the brand's prominence in the institutional market. This role involves engaging with prospects and clients, developing customized solutions, collaborating with internal teams, and staying updated on market trends and competitor analysis.
Summary Generated by Built In

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 looking for a highly motivated Vice President - Institutional Sales for Greater China to join the team in Hong Kong. The role will be responsible for the implementation and execution of the sales strategy for all the markets in Greater China (China, Hong Kong, Taiwan & Macau). He/she will drive sales results and will work closely with the investment and distribution functions to deliver positive net sales, maintain strong channel relationships, enhance the prominence and perception of the Franklin Templeton brand in the institutional market.

What are the ongoing responsibilities of this position?

  • Actively engage with prospects and clients by identifying and developing new opportunities for the Greater China region

  • Maintain sales CRM and monitor any follow up items

  • Client centric and collaborate with internal teams to develop and deliver customized solutions to address client-specific goals

  • Collaborate with the firm’s investment management teams, marketing support, portfolio administration, performance and risk analytics units for projects, events or initiatives

  • Review and develop sales presentations, marketing brochures, regular communication materials, RFPs, information requests and industry surveys from clients, prospects and consultants

  • Stay updated with market trends, competitor analysis and that may impact institutional markets in the region

  • Attend industry conferences, seminars and networking events to enhanced brand awareness and generate new business opportunities

What qualifications, skills and experience would help someone to be successful?

  • Minimum university degree, preferably in a finance or marketing discipline

  • Type 1 and 4 SFC license is highly desirable. CFA or CAIA is a plus

  • Minimum 5 years working experience in sales/business development roles within asset management firms

  • Technical depth and understanding across a wide of asset classes including fixed income, equity alternatives, solutions and digital strategies with insights into regional client needs, regulatory constraints and buying behavior

  • A robust network of relationships with Greater China institutional asset owners

  • Proven track record of delivering sales results in Greater China institutional market

  • Strong team player with the ability to collaborate effectively across internal teams

  • Fluency in English, Mandarin and Cantonese is required

  • Proficiency in Microsoft Office applications

#LI-APAC

#LI-Onsite

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 to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation 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.

Top Skills

MS Office
The Company
HQ: San Mateo, CA
11,198 Employees
On-site Workplace
Year Founded: 1947

What We Do

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com).

The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information. This site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by Franklin Templeton. Nothing in this website should be construed as investment, tax, legal or other advice. All investments involve risks, including potential loss of principal.

LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn’s privacy, security, or terms of use policies that control this service, nor their content, software, or tools (or those of any third party’s) that are available through links from this page. You use any third-party site/media, software and materials at your own risk.

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