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Institutional, Private Bank and Family Office

3 weeks ago


Singapore Franklin Templeton Investments Full time

Franklin Templeton is looking for an Institutional, Private Bank and Family Office Marketing Head, Asia to be based in either Singapore or Hong Kong. This role will report to the Head of Marketing, Asia. The role supports the firm’s strategic plans for growth in the Institutional and Private Bank/Family Office channel within the Asia region, by leading in the formulation of strategic Institutional Marketing plans, developing campaign concepts, and having overall responsibility for deployment of industry-leading Marketing practices.

This role will help drive sales engagement primarily with Institutional clients. The role will provide regional and country management with insight-led advice and proposals on how best Marketing will contribute to achieving the firm’s business objectives in the Institutional segment with the most impactful and effective Marketing campaigns and content across all channels.

What are the ongoing responsibilities of this position?

Development of Core Asia Institutional Marketing Plan and implementation- Build out Marketing plans at the Institutional and Private Bank/Family Office client segment level to ensure continuity of visibility and messaging- Lead bottom up Marketing planning, defining objectives, key campaigns and resource requirements- Define and clearly articulate Marketing plans to secure resources and commitment across key stakeholders, including Franklin Templeton Institute- Champion the voice of the client and the Brand proposition- Build effective relationships with the wider APAC and Global Marketing teams to secure required resources and expertise

Develop commercially focused multi-channel Institutional Marketing campaigns- Design multi-channel Marketing campaigns utilizing the full and most appropriate Marketing mix- Recommend budget requirements based on analysis of previous performance to optimize resources- Engage Institutional Sales teams to fully integrate Marketing activity into Distribution efforts- Adopt global standards and processes, and embed best practice within campaigns and activities- Establish robust campaign management, delivering a set of coherent activities to meet specific objectives- Work with Digital Marketing to strengthen campaign audience targeting to drive relevance, resonance and personalization- Work with Digital Marketing to implement effective contact strategy and controls to prevent over/under communication at a client level

Deliver Marketing campaigns and initiatives to time, scope and budget- Develop clearly articulated campaign and activity briefs to engage Asia and Global Marketing teams and initiate activity- Work with the Content Marketing team to ensure the suite of content available to meet segment needs- Project manage delivery of campaign assets (including advertising) to required timescales- Work with Digital Marketing to actively monitor campaign performance and optimize activity throughout campaigns- Adopt an agile approach to amend campaigns to reflect changes in performance or external environment

Actively review plans and business impact, and embed a continuous improvement within the Marketing process- Monitor progress against plan and budgets, flexing priorities and resources accordingly- Work with Digital Marketing, Content Marketing and Events Marketing to review core KPIs and report on Marketing impact- Work with Digital Marketing, Content Marketing and Events Marketing to provide MI and narratives as required to support Marketing Governance processes- Adopt core operational processes and risk controls ensuring all relevant training is completed- Identify process and operational challenges to enable the wider platform to be developed- Identify learning and development opportunities and seek to adopt Marketing best practices

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

Key attributes- Articulate, energetic and excellent communication skills with a solid experience delivering Institutional Marketing campaigns, events and activities within the financial services industry- Results-oriented and able to multi-task effectively in a fast-paced environment, and work well within a team as well as independently- Leadership qualities and a high flyer to lead the Institutional and Private Bank/Family Office Marketing segment for the Core Asia business- High attention to detail and an excellent problem solver- Be flexible and willing to learn as the job will stretch the individual to strategise at a high level, as well as be hands-on on a day-to-day basis- Collaborative nature as the Institutional and Private Bank/Family Office Marketing Head for Asia will work with colleagues across the globe, regional and country teams, including the Franklin Templeton Institute

Key skills- Bachelor’s degree in Marketing, Communications, Finance, or Business Administration- Minimum 15 years of Marketing experience in the financial sector, with a proven track record in the asset management indust