Institutional Client Account Manager
Vor 4 Tagen
What is the Institutional Client Service team responsible for?
This team assists institutional sales to establish and maintain excellent relations with institutional investors (prospects and clients) who are invested in separate accounts and pooled funds. You’ll work closely with Product Managers, Client Relations and various client support teams to deliver best in class service to our clients. As Client Account Manager you’ll provide client reporting, attribution analysis, competitor/prospect analysis as well as getting involved in any ongoing projects to make our Institutional offering best in class.
What are the ongoing responsibilities of an Institutional Client Accounts Manager?- Attend select client meetings, and where appropriate Portfolio Management team meetings/calls- Proactively and reactively communicate information on Franklin Templeton (FT) investment vehicles, asset classes and research processes- Interpret data and ensure that reports are accurately presented to prospects, clients and consultants- Manage RFP process and follow-up for business opportunities- Support organization of road shows, client meetings and presentation material- Remain familiar with FT product offerings and investment philosophies (the whole range of FT strategies)- Articulate organizational updates, investment processes, investment themes and world market events- Provide support to Institutional Sales focused on Switzerland- Provide departmental support for client reporting, attribution analysis, competitor analysis as well as various ongoing projects assigned by Director or Manager- Build relationships among business units to produce a coherent, unified client servicing model- Active client follow-up ensuring prompt and efficient service- Ensure adherence to relevant compliance requirements for both clients and the business unit
What qualifications, skills and experience would help someone to be successful?- University degree with concentration in finance and/or economics preferred or equivalent work experience- Experience within Asset Management, with knowledge and background of Client Relationship Management, is preferred- General knowledge of the institutional investment management and mutual fund business- Good understanding of the Swiss pension fund market and its related regulation- Good understanding of the insurance market in Switzerland and the regulation (Solva 2, SST)- Strong verbal and written communication skills in German, French and English- Good understanding of investments and the investment process- Understanding of performance and risk analytics, including performance attribution- Ability to be flexible with client needs dictating required focus- Fluency in Microsoft Office- Ability for independent decision making skills- Ability to work independently and address issues internally as well as with clients and lead an active dialogue
LI-EUR
What makes Franklin Templeton unique?
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of
Total Rewards
—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
- Highlights of our benefits include:_
- Contributory pension scheme
- Private healthcare plan
- PHI
- Eyecare assistance
- Life insurance
- Employee Stock Investment Program
- Incentive plans
- Purchase of company funds with no sales charge
- Educational reimbursement
- On-site training
Franklin Templeton Investments is an equal opportunity employer and invites you to visit us at
Franklin Templeton Careers
to learn more about our company and our career opportunities.
-
Key Account Manager
vor 1 Woche
Zurich, Schweiz coni+partner AG VollzeitOur client is an international asset management company in Zurich. We are looking for a Customer Retention Specialist (m, f, d) in cooperation with the sales team as Key Account Manager / Onboarding Institutional Investors Aufgaben Onboarding new and existing institutional investors / As the single point of contact for the client, responsible for holistic...
-
Account Manager Complex, Corporate
vor 2 Wochen
Zurich, Schweiz UBS VollzeitSchweiz - Zürich - Kundenberatung / Relationship Management - Personal & Corporate Banking **Automatischer Stellencode** - 260794BR **Stadt** - Zürich **Job-Typ** - Vollzeit **Ihre Rolle** - Arbeiten Sie gerne in einem dynamischen und zukunftsträchtigen Umfeld? Bleiben Sie gelassen, wenn es um Sie herum hektisch wird und schätzen den Kundenkontakt?...
-
Client Account Manager
vor 7 Monaten
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Business management, administration and support, Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 277164BR **City** - Zürich **Job Type** - Full Time, Part Time **Your role** - Are you a people person? Do you know how to stay calm under pressure? - We are looking for someone who can help...
-
Account Manager
vor 7 Monaten
Zurich, Schweiz Crypto.com VollzeitThe institutional sales team provides an opportunity for you to take ownership and build your institutional/highnet worth clientele. You will be a part of an exciting journey from onboarding a client to their first crypto instrument, to customizing a crypto product for your client that the market has never seen before. If you're in our operations team,...
-
Trainee Focus Institutional Clients
vor 7 Monaten
Zurich, Schweiz Zürcher Kantonalbank VollzeitDu stehst vor dem Abschluss deines Bachelor - bzw. Masterstudiengangs oder hast kürzlich dein Studium abgeschlossen? Du möchtest in den Bereich Institutional Clients & Multinationals eintauchen, um deinen Rucksack mit Praxiserfahrungen zu füllen? Dann entdecke jetzt deine Chance bei einer der grössten Ausbildungsstätten des Kantons Zürich. Der Bereich...
-
Client Account Manager
Vor 4 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Business management, administration and support - Global Wealth Management **Job Reference #** - 276184BR **City** - Zürich **Job Type** - Full Time **Your role** - Do you want to proactively go the extra mile with us to help clients? Do you want to be part of a high performing team? - We are looking for a Client Account Manager...
-
Client Account Manager Gfiw
vor 7 Monaten
Zurich, Schweiz UBS VollzeitSchweiz - Zürich - Business Management, Administration & Support - Global Wealth Management **Automatischer Stellencode** - 283773BR **Stadt** - Zürich **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Sind Sie eine aufgeschlossene Person und suchen eine spannende Herausforderung im dynamischen Wealth Management? Möchten Sie Teil eines leistungsstarken...
-
Client Account Manager Gfiw
Vor 3 Tagen
Zurich, Schweiz UBS VollzeitSchweiz - Zürich Business Management, Administration & Support Global Wealth Management **Automatischer Stellencode** 252079BR **Stadt** Zürich **Job-Typ** Vollzeit **Ihre Rolle** Sind Sie eine aufgeschlossene Person und suchen eine spannende Herausforderung im dynamischen Wealth Management? Möchten Sie Teil eines leistungsstarken Teams sein und...
-
Client Account Manager
Vor 5 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Business management, administration and support, Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 258752BR **City** - Zürich **Job Type** - Full Time **Your role** - Do you want to proactively go the extra mile with us to help clients? Do you want to be part of a high performing team? -...
-
Sales & Relationship Manager, Institutional
vor 2 Wochen
Zurich, Schweiz State Street Vollzeit**Who we are looking for** The Swiss Institutional Business Team is responsible for establishing, leading and developing relationships with the largest and most sophisticated Swiss institutional investors. The unit is focused on developing our business with pension schemes, wealth managers, financial institutions, insurances, fiduciary managers and...
-
Institutional Product Marketing Manager
vor 2 Wochen
Zurich, Schweiz FE Fundinfo Vollzeit**Who we are** FE fundinfo is a global fund data and technology leader. We facilitate better, more efficient investing by connecting fund managers and fund distributors and enabling them to share and act on trusted, insightful information. We provide the data, tools, infrastructure and the expertise required to research, distribute, market and invest in...
-
Client Account Manager
Vor 4 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Business management, administration and support - Global Wealth Management **Job Reference #** - 259648BR **City** - Zürich **Job Type** - Full Time **Your role** - Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to proactively go the extra mile with us to help clients?...
-
Account Manager Sales
vor 7 Monaten
Zurich, Schweiz Crypto Finance AG VollzeitCome join us at Crypto Finance Group. We are a fast-growing company, where everyone plays an important role. We welcome you to join us and help shape our future. **About Crypto Finance** The Crypto Finance Group - comprising two FINMA-regulated financial institutions and part of Deutsche Börse Group - offers professional digital asset solutions. This...
-
Client Account Manager
vor 2 Wochen
Zurich, Schweiz Convera VollzeitClient Account Manager - Zurich, Switzerland Are you excited about an opportunity to interact and manage a portfolio of clients offering them advice and support on managing risk in diverse Foreign Exchange (FX) markets? How about working for a global company where you can offer business-to-business client’s opportunities to save money whilst helping to...
-
Client Account Manager Gfiw Mea
Vor 5 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 277072BR **City** - Zürich **Job Type** - Full Time **Your role** - Do you look for a new challenge within the dynamic and fast paced GFIW environment? Do you have a "can do" attitude and want to be part of our growth story and create...
-
Client Account Manager Gwm Gfo Israel International
vor 2 Wochen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich Business management, administration and support Global Wealth Management **Job Reference #** 246650BR **City** Zürich **Job Type** Full Time, Part Time **Your role** Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you have a "can do" mentality and want to be part of our...
-
Working Student
Vor 7 Tagen
Zurich, Schweiz Vontobel Holding AG Vollzeit**Zürich / Genferstrasse 27** *** - At Vontobel, we actively shape the future. We create and pursue investment opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. As a global financial services provider with Swiss roots, we specialize in wealth management, active asset management and...
-
Client Manager
vor 7 Monaten
Zurich, Schweiz GAM Investments VollzeitAMBITIOUS? - BRIGHT? - RIGHT? - GAM is one of the world’s leading independent asset managers. We provide differentiated active investment solutions and products for institutions, financial intermediaries and private investors. - Together we share a common set of values rooted in teamwork, integrity, entrepreneurial flair and professional excellence. - Our...
-
Relationshipmanager:in Institutional-banking
Vor 3 Tagen
Zurich, Schweiz Thomson Consulting AG VollzeitFür meine Mandantin, ein führendes und erfolgreiches Dienstleistungsunternehmen, suche ich Kontakt zu einer durchsetzungs - und akquisitionsstarken Persönlichkeit. Im Sinne der bestmöglichen Kundenzufriedenheit, ist die Vakanz als RELATIONSHIPMANAGER INSTITUTIONALBANKING zu besetzen. Aufgaben Als Relationshipmanager Institutional Banking sind Sie...
-
Client Account Manager
vor 2 Wochen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 270157BR **City** - Zürich **Job Type** - Full Time **Your role** - Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? - Do you have a "can do" mentality and want to be part of our growth story...
