Institutional Sales Manager
Franklin Templeton
Employer Active
Posted 11 hrs ago
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Experience
5 - 12 Years
Job Location
Education
Any Graduation, Chartered Financial Analyst(Finance)
Nationality
Any Nationality
Gender
Not Mentioned
Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
Team Overview
The CEEMEA Sales and Client Relationship team builds and strengthens partnerships with institutional investors. Working closely with Portfolio and Product Managers, Consultant Relations, and Client Servicing Professionals, the team drives business growth and client satisfaction. You will focus on smaller family offices, corporate treasury and insurance firms across the Middle East, offering you huge opportunities to grow and develop in the region. We would also anticipate this role working closely with and supporting the wider team.
How You Will Add Value
Core Responsibilities
- Identify and develop new client relationships across the Middle East with particular focus on family offices, corporate treasury and insurance firms
- Organise roadshows with Portfolio Managers
- Spot issues and opportunities with current clients
- Highlight FTI s unique product offerings
- Coordinate with the RFP/RFI team on new business
- Support client onboarding with the New Business Services team
- Work with institutional client service team members to cover clients
- Extract performance and portfolio data to support sales efforts
- Liaise with Data & Performance and Marketing teams
- Provide team support when needed
Strategic Responsibilities
- Understand FT products and services thoroughly
- Analyse client portfolios and identify key decision-makers
- Advise clients on institutional investing
- Offer insights during client and consultant discussions
- Suggest improvements to client service
- Ensure timely and accurate client reporting
- Respond to complex questions professionally
- Stay informed on global market developments
- Understand how compliance and risk affect client service
- Contribute in client meetings
Desired Candidate Profile
Experience, Education & Certifications
- University degree or equivalent experience
- 5 10 years in Asset Management, focused on sales and client relationships
- CFA designation or progress preferred
- Institutional client experience is a plus
Technical & Soft Skills
- Strong communication skills
- Fluent in English; Arabic is a plus
- Technically proficient
- Skilled in Microsoft Office
Company Industry
Department / Functional Area
Keywords
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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 firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that s both broad and unique. And our welcoming, respectful and inclusive culture provides 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!