At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.
We are hiring an Institutional Sales Manager to be based in Dubai reporting to the Institutional Sales Director. This position will be an integral member of the Sales and Client Relationship team in CEEMEA working in unison to maintain and further develop relationships with separate account clients and institutional investors with exposure into Mutual Funds. This position is expected to improve daily processes and procedures, support and implement change, support the team towards achieving department and company goals. This position will work with but not exclusive to Portfolio and Product Managers, Consultant Relations as well as Client Servicing Professionals.
What are the ongoing responsibilities of this position?
Sales
Develop and identify prospective clients in MEA
Work with the team in arranging PM Roadshows in the region
Identify potential issues and opportunities with existing clients
Identify opportunities where FTI have a unique/distinct product offering in the market
Liaise and coordinate with the RFP/RFI team for new business
Work with new business services for client on boarding
Using both internal and external systems extract fund performance, portfolio and other data items to support business development opportunities
Liaise with Data & Performance and Marketing departments as required
Act as a backup for the team when required
Relationship Management
Develop strong, personal relationships with the Institutional Sales and Client Relationship team for CEEMEA, as well as the Institutional Client Service team and our clients
Ensure a good level of understanding of the company, FTI funds and products
Understanding the client’s asset mix, who are the key decision makers at the client and what the important client issues are relating to the relationship
This position should be viewed as an expert source for the client on our products as well as institutional investing in general.
This person should be able to add value in discussions with clients and consultants on a wide range of investment related topics
Contribute during group discussions and continually make suggestions and implement where appropriate, on how to improve how we service clients
Ensure monthly/quarterly reports to clients are accurate, relevant and produced and dispatched in a timely manner
Ability to handle challenging questions and the ability to present the material in a logical, professional and understandable manner
Continual effort to understand the investment advisor’s outlook and what is happening politically, economically and market specifically around the world
Ability to attend client meetings and contribute where appropriate
Have a good knowledge of various areas of the business such as compliance, risk, performance and reporting and how it affects the client service proposition to external clients
What qualifications, skills and experience would help someone to be successful?
University degree preferred or equivalent work experience
Minimum 5 years’ experience within Asset Management with extensive knowledge and background of Client Relationship Management and Sales
CFA Designation or working towards preferred
Experience with Institutional clients would be an advantage.
Excellent written and oral communication skills.
Excellent leadership and technical skills.
General knowledge of the institutional investment management and mutual fund business.
General understanding of personal computers and general knowledge of Microsoft software
Ability to converse in Arabic and/or French would be an advantage
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