Institutional Client Account Manager

Description:

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 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 that’s 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!

Role

Institutional Client Service EMEA Is a front-office, regional service platform that provides onboarding and post-sale services to our institutional clients while acting as the clients’ advocate within Franklin Templeton. We are looking for an Institutional Client Account Manager to join our team in Dubai or Riyadh. Working as part of the client coverage team alongside and in partnership with the UAE Institutional sales team, this role will manage existing client relationships in the Middle East region on a day-to-day basis to ensure a high-quality service experience for our clients and long-term retention of assets and fee revenue for our business. This position focuses on two different aspects of servicing our Institutional client base:
 

• Client Service – this aspect of the role is client facing and responsible for the day-to-day management of institutional client relationships and all associated operational, investment and non-investment related client activity for existing and new institutional clients from across the Middle East region, particularly Saudi Arabia.
• Client Relationship Management – this aspect of the role is responsible for delivering select “Value Beyond Investing” services to the region’s tier 1 and A segment clients, in particular the development and delivery of client training programs, along with relationship building through client review meetings and due diligence events in support of all Specialist Investment Manager products.
   

In both aspects of the role, the job holder will be establishing and maintaining relationships with our clients' business, operational, administrative and investment staff, as well as related third parties such as custodians, consultants, administrators etc. The role will work in close coordination with the UAE based institutional sales teams to deliver high touch, customized and quality service, bringing client knowledge and insight to all servicing activities while also supporting the UAE based sales team and broader Specialist Investment Manager teams in client retention and local language-based relationship building.

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

• Minimum 5 years of client service or related experience in a client contact capacity in the Financial Services Industry working with institutional clientele, products, servicing needs, and information standards
• Strong communication skills, with an ability to communicate with people on all levels in and outside the company with enthusiasm
• Fluency in English and Arabic is critical for this position
• Strong focus on prioritization and attention to detail
• Ability to provide a positive client experience by taking ownership of client challenges and seeing these through to a resolution
• Ability to multi task while working both in a fast paced, team focused environment and independently
• Productively use industry standard and business software applications and research tools (e.g. Word, Excel, Outlook, and Powerpoint)
   

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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, 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.

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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 your needs covered.