Senior 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