Business Development Manager Retail

Franklin Templeton

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 firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that s both broad and unique. And our welcoming, respectful and inclusive culture provides 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!

Franklin Templeton is looking for a Business Development Manager (Retail) based out of Dubai to focus on clients in Greece and Cyprus. This position will be an integral member of our Sales team at Franklin Templeton (FT). Together with the Head of Retail GEM & Africa, you ll execute the sales strategy to support and grow the business through financial intermediaries within Greece and Cyprus. You ll develop a thorough understanding of FT products and processes to service the needs of Advisors by maintaining regular contact with them through one-on-one meetings, presentations, telephone, e-mail and conference calls. Ability to articulate organizational updates, investment processes, investment themes and global market events to the intermediaries/distributors. Also ensuring that all Advisors in the territory receive appropriate coverage through execution of the Sales Plan, regular team meetings to review progress and review of the Advisor database.

What are the ongoing responsibilities of this position?

• Achieve gross and net sales targets through distributors/intermediaries in Greece and Cyprus. Building relationships with existing clients across multiple distribution channels and platforms including regional banks, international banks, insurance companies, IFAs & identifying prospects
• Understand the client s asset mix, key decision makers as well as business trends. Uncovering opportunities and positioning FT solutions appropriately. Proactively manage day to day client requests and coordinate with fund managers, analysts, and senior members on client requests
• Provide senior management with in-depth insights into key relationships across the region. This includes preparing briefing materials, maintaining updated relationship maps, and coordinating regular engagement meetings with senior stakeholders and C suite across our partners
• Follow our sales process and pursue a comprehensive sales coverage model for all assigned relationships. Ensuring effective infiltration & distribution of the product/service/offering through the appropriate channels
• Interact with clients to provide monthly reports on funds and ad hoc account updates with the support of the servicing team where required
• Provide market updates, presentations on products, and FT Academy training courses for our distributor, plan events and execute sales campaigns and dynamically involve clients on major initiatives (seminars, events, surveys)
• Be transparent & foster a positive work environment. Work well within a team environment. Active involvement in business planning, marketing strategy, and commercial negotiations
• Harness the expertise of our internal specialists (e.g. portfolio management, IPM s, product, research, etc.) in client conversations. Attend internal PM calls and WBT trainings to enhance product/industry knowledge and personal development
• Liaise and coordinate with client servicing, marketing, legal, compliance, business administration group & RFP team for new & existing business
• Plan and successfully execute road shows across distributors in the region
  
  

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

• Bachelor s degree, preferably in a finance related discipline. MBA, CFA, CAIA will be beneficial
• At least 10 years of relevant work experience in asset management/sales
• Strong knowledge of financial products & global macro environment
• Greek speaker is required with excellent English; Dubai based with the flexibility to travel periodically to assigned territory and our regional office
• Possess excellent communication and presentation skills; ability to interact across all levels, foster and strengthen successful relationships with stakeholders
• Ability to analyze, understand & monitor the developments in the asset management industry
• Results driven, works through obstacles and maintains accountability
• Works with integrity, manages deliverables well and acts as a company advocate
  
  

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. 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.

Hear more from our employees

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 them covered.