Senior Client Portfolio Manager
Job Summary
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!
Franklin Templeton Fixed Income is looking for a Senior Client Portfolio Manager (SCPM) based in Singapore to join the team and support a range of Fixed Income investment strategies for the APAC region. Reporting to the Head of Global Business Development the SCPM will be responsible for representing the investment team externally. The SCPMs primary responsibilities include developing and owning the business pipeline and building relationships with Franklin Templetons distribution teams. The SCPM will meet with clients prospects and intermediaries to articulate the investment philosophy process and performance of specific investment products. Additionally a SCPM will work alongside members of the investment team and their respective client portfolio managers focusing on partnering with key distribution teams and clients to support business growth and the retention of assets.
How You Will Add Value
Communicate the investment philosophy process and performance of specific fixed income products in both a client service and sales capacity for both mutual funds and separate accounts focusing on Institutional clients and prospects. This includes providing updates on overall financial market performance macro-outlook and the teams investment outlook.
Independently acts as a proxy for Portfolio Managers (PMs) by serving as the main investment contact for clients and/or intermediaries.
Provide the PMs perspectiveto internal business and distribution partners
Develop strong relationships with the distribution teams to establish new client relationships and maintain/grow existing client relationships.
Collaborate closelywith the Head of Global Business Development to demonstrate strategic direction-setting and prioritization.
Develop and ownthe business pipeline through local distribution teams.
Promote defend and competitively positionthe product line.
Actively engage in distribution initiatives service key channels and clients and contribute to new product initiatives.
Takes ownership of gathering and retention of assets under management.
Challenge and validatethe appropriateness of investment strategies and processes to meet clients needs within agreed guidelines.
Contribute to RFPsfor complex investment questions.
Contribute to investment commentariesand thought leadership pieces.
Partner closely with Marketing to create strategic/global messaging and investment content for assigned investment strategies.
Facilitate the creationof investment content and product messaging.
Stay abreastof market trends the competitive landscape and the relative positioning of the investment team.
What Will Help You Be Successful in This Role
Experience:
Minimum 15 years of financial services experience; prior experience as a Portfolio Manager/Product/Portfolio specialist in Fixed Income desired.
Education & Certifications:
Bachelors degree required CFA or advanced degree preferred.
Technical Skills:
Strong knowledge of capital markets and the APAC region.
Excellent grasp and familiarity with portfolio management construction and analytical tools risk management and performance attribution.
Demonstrated knowledge of distribution channels investment vehicles and pricing structures.
Soft Skills:
Excellent interpersonal skills and relationship management.
Effectively deliver presentations on complex financial and economic topics.
Self-driven resourceful and entrepreneurial with a positive mindset.
Strong written and verbal communication skills.
Other:
Extensive travel required estimated at 4060% of the time.
#MIDSENIORLEVEL
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 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
Key Skills
About Company
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