
Client Portfolio Manager (Franklin Income Investors)
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.
- Develop and maintain strong relationships with clients to understand their investment needs and goals.
- Utilize expertise in portfolio management to create customized investment solutions for clients.
- Monitor and analyze market trends and economic conditions to make informed investment decisions.
- Communicate complex investment strategies and market updates to clients in a clear and concise manner.
- Collaborate with the sales team to identify new business opportunities and expand client base.
- Conduct regular portfolio reviews to ensure alignment with clients' objectives and risk tolerance.
- Stay up-to-date with industry regulations and compliance standards.
- Provide excellent customer service by promptly addressing client inquiries and concerns.
- Proactively identify and mitigate potential risks in client portfolios.
- Stay informed on industry developments and continuously enhance knowledge and skills in portfolio management.
- Participate in client meetings and presentations to showcase investment performance and strategies.
- Collaborate with internal teams, such as research analysts and investment advisors, to develop and implement investment strategies.
- Represent the company and its values with professionalism and integrity at all times.
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
Communication Skills
Financial Planning
Market Research
Portfolio Management
Risk assessment
Client Relations
Asset allocation
Investment Analysis
performance tracking
Investment Strategies
Investment Products
Asset Class
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
Work ethic
creativity
Teamwork
Adaptability
Problem-Solving
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.
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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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