Franklin Templeton Investments

Client Portfolio Manager (Franklin Income Investors)

Franklin Templeton Investments

Remote
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Franklin Templeton Investments, where we are dedicated to providing our clients with exceptional investment solutions. As the Client Portfolio Manager for Franklin Income Investors, you will have the unique opportunity to work closely with our clients and utilize your expertise in portfolio management to help them achieve their financial goals. We are seeking a highly skilled and motivated individual with a passion for investing and a strong track record of success in managing client portfolios. With your exceptional communication skills and extensive knowledge of the market, you will play a crucial role in building and maintaining strong relationships with our clients. If you are driven, analytical, and thrive in a fast-paced environment, we invite you to apply for this exciting opportunity to join our dynamic team.

  1. Develop and maintain strong relationships with clients to understand their investment needs and goals.
  2. Utilize expertise in portfolio management to create customized investment solutions for clients.
  3. Monitor and analyze market trends and economic conditions to make informed investment decisions.
  4. Communicate complex investment strategies and market updates to clients in a clear and concise manner.
  5. Collaborate with the sales team to identify new business opportunities and expand client base.
  6. Conduct regular portfolio reviews to ensure alignment with clients' objectives and risk tolerance.
  7. Stay up-to-date with industry regulations and compliance standards.
  8. Provide excellent customer service by promptly addressing client inquiries and concerns.
  9. Proactively identify and mitigate potential risks in client portfolios.
  10. Stay informed on industry developments and continuously enhance knowledge and skills in portfolio management.
  11. Participate in client meetings and presentations to showcase investment performance and strategies.
  12. Collaborate with internal teams, such as research analysts and investment advisors, to develop and implement investment strategies.
  13. Represent the company and its values with professionalism and integrity at all times.
Where is this job?
This job opening is listed as 100% remote
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Bachelor's Degree In Finance, Economics, Or Related Field

  • Minimum Of 5 Years Experience In Investment Management Or Client Servicing Role

  • Strong Understanding Of Investment Products And Portfolio Management Strategies

  • Cfa Or Other Relevant Professional Certifications Preferred

Required Skills
  • Communication Skills

  • Financial Planning

  • Market Research

  • Portfolio Management

  • Risk assessment

  • Client Relations

  • Asset allocation

  • Investment Analysis

  • performance tracking

  • Investment Strategies

  • Investment Products

  • Asset Class

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • Work ethic

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Client Portfolio Manager (Franklin Income Investors) is $90,000 - $150,000 per year. However, this can vary depending on factors such as location, experience, and the specific company and industry.

Additional Information
Franklin Templeton Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 6th, 2025
Apply BeforeJanuary 14th, 2026
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About Franklin Templeton Investments

Franklin Resources, Inc. is a holding company, which engages in the provision of financial and investment management operations. It offers fund administration, sales, distribution, marketing, shareholder servicing, trustee, custody, and fiduciary services.

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