Senior Client Portfolio Manager / Client Portfolio Manager

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 and diversified firm spans across asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams located around the globe bring broad and unique expertise. 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! With $62b in Total Assets, FTIS builds Asset allocation, quantitative and hedged strategies solutions for clients across the globe. FTIS leverages the best thinking from across Franklin Templeton when building and managing investment solutions. We are looking for a Senior Client Portfolio Manager or Client Portfolio Manager to join our Franklin Templeton Investment Solutions (FTIS) Client Investment Solutions team based in Hong Kong or Singapore . What are the ongoing responsibilities of this position? The Senior Client Portfolio Manager / Client Portfolio Manager (“SCPM/CPM”) will be responsible for working with distribution channels on investment solutions-related opportunities across the client spectrum with a geographic focus on Greater China. The SCPM/CPM will work with clients to explore and identify their needs. Equipped with a deep understanding of each client’s requirements, the SCPM/CPM will draw on a broad suite of investment capabilities managed by Franklin Templeton Investments and select third-party asset managers to appropriately address these requirements with optimal multi-asset investment solutions. Investment solutions may be standardized or customized, with varying degrees of complexity. Reporting to the Regional Head of Client Investment Solutions – APAC and the broader APAC team, the SCPM/CPM will engage with Portfolio management teams within FTIS and the broader FT, implement and maintain these investment solutions. The SCPM/CPM will steer each opportunity through the process of solution creation while also acting as the client liaison. Once a client opportunity is on-boarded, the SCPM/CPM partners with the relevant investment management teams around ongoing management and meets with clients, prospects, and/or intermediaries to explain performance, provide updates on outlook as well as strategic positioning and deliver against any knowledge sharing expectations. The SCPM/CPM will be an integrated member of the Franklin Templeton Investment Solutions platform and will function as a principal conduit to provide perspective and guidance on investment solutions to a broad range of internal and external constituencies. Distribution Partnership

• Represent FTIS capabilities, investment philosophy, process, and strategy in support of winning new portfolio mandates.

• Strategically construct client mandates in partnership with Portfolio Management teams and steer all new custom business opportunities through internal decision-making groups.

Define Client-Specific Multi-Asset Solutions

• Lead the development of customized investment solutions. The client spectrum includes (but is not limited to): retail, HNW, endowments & foundations, insurance companies, corporate pensions, public pensions, and sovereign wealth funds.
• Collaborates with Portfolio Management team to determine the most appropriate portfolio structure given client objectives and guidelines.

Client Service and Retention

• Act as a conduit between FTIS and distribution channels within Global Advisory Services to service and retain clients.
• Meet with key decision makers at existing clients to provide periodic portfolio reviews and updates.

Marketing Support

• Deliver presentations at industry conferences and seminars.
• Contributes to the creation of custom marketing materials and content to represent FTIS appropriately.
• Provides commentary and investment insights to help articulate the investment team's perspectives regarding financial markets and fund performance.

Product Development and Strategy

• Supports product management initiatives and rollouts across the respective geographical region via training of internal and external distribution partners.

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

• BA required, MBA or advanced degree in related field preferred.
• CFA is highly desirable.
• Approximately 10 years of industry experience (CPM) or approximately 15 years (SCPM), preferably with some experience in the areas of investment solutions, multi-asset strategies, or investment consulting.
• Fluency (written and spoken) in Cantonese, Mandarin and English strongly preferred due to regional coverage
• Prior experience as a research analyst, portfolio manager or investment consultant.
• Prior experience in a business development role, with a preferred focus on institutional clients.

• Effective relationship management skills and demonstrated credibility with investment and distribution teams.
• Demonstrated ability to conceptualize external feedback and industry trends into the investment team’s process.
• Ability to effectively deliver presentations on complex financial and economic topics to a broad audience.
• Ability to analyze and effectively present performance results.
• Ability to develop and maintain positive relationships with external industry contacts.
• Ability to support business development and client retention efforts.
• Demonstrated experience and familiarity with risk management and portfolio construction methodologies.
• Familiarity with portfolio analytics/construction/risk tools.
• Demonstrated knowledge of investment vehicles and pricing structures.
• Demonstrated knowledge of distribution channels.
• Willingness to travel as needed - up to 40% of the time

What makes Franklin Templeton unique? 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, there’s 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. Hear more from our employees. 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 life’s 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 to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation 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. Please click here to apply with your full resume. We regret that only short-listed candidates will be notified.