At Franklin Templeton were 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 thats 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 Manager to join our Institutional Client Service team in Western Asset Management this role you will help us deliver exceptional service to our clients while upholding the highest standards of ethics. You will partner closely with Business Development and Client Relationship Management teams to support and engage institutional clients across Southeast Asia.
Our team provides highquality service to institutional clients helping them meet their investment objectives through timely support insights and coordinated delivery. You will work alongside colleagues in Business Development Marketing Product Investments Legal and Operations to ensure seamless client experience. As part of a collaborative and globally connected department you will benefit from crossfunctional exposure ongoing learning and opportunities for professional growth.
Western Asset Management (WAM) is a wholly owned subsidiary of Franklin Templeton. WAM is a global specialist firm of experienced fixed-income experts operating as a single team with an open integrated investment platform. Our collegial team culture is an advantage that makes the most of the combined experience and fixed-income acumen of our investment professionals throughout the world.
WAM utilizes our globally integrated operations platform to help preserve value and drive performance and we leverage it as a catalyst for diversification and value creation.
Visit Global Asset Management Western Asset to learn more who we are.
Act as the main contact for resolving client and internal inquiries.
Prepare and deliver client reports on a timely basis.
Create briefing materials for client and business development meetings.
Coordinate and finalize requestforproposal submissions.
Support client account openings maintenance and closures.
Prepare or review presentation materials.
Stay informed on products strategies and markets to support client needs.
Contribute to firmwide and departmental initiatives that address client and team priorities.
Manage adhoc client projects.
Experience Education & Certifications:
Minimum five years of experience in asset management or a related clientservice role
Candidates who demonstrate strong capability attitude and role fit are encouraged to apply.
Bachelors degree in Business Finance or Economics.
Progress toward the Chartered Financial Analyst (CFA) designation or a Master of Business Administration (MBA) is an advantage.
Technical Skills:
Understanding of investment concepts especially fixed income.
Familiarity with the asset management industry and institutional investors.
Strong analytical capabilities with advanced proficiency in Microsoft Office 365.
Experience with customer relationship management (CRM) systems or tools such as Bloomberg
Soft Skills:
Experience in delivering outstanding client service.
Strong communication and problemsolving skills.
Ability to prioritize multiple tasks effectively.
High attention to detail and strong time management.
Ability to thrive in a collaborative team environment.
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Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests lifestyle or background theres 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 lifes 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 . 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.
Required Experience:
Manager
Franklin Templeton Investments is a global investment manager. At the core of our business are multiple world-class investment management groups – Franklin, Templeton and Mutual Series – each operating independently and offering their distinct perspectives to financial advisors and th ... View more