At a Glance
- Tasks: Build relationships with institutional clients and promote investment strategies.
- Company: Franklin Templeton, a forward-thinking asset manager with a supportive culture.
- Benefits: Inclusive environment, career growth opportunities, and flexible working arrangements.
- Other info: Opportunity to engage with senior stakeholders and develop strategic sales initiatives.
- Why this job: Join a high-performing team and make an impact in the financial industry.
- Qualifications: Experience in asset management and strong communication skills required.
The predicted salary is between 80000 - 100000 £ per year.
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.
About the department
The Institutional Sales team drives growth by managing relationships with institutional clients across the UK, including pension schemes, insurers, consultants, and family offices. The team works collaboratively across investment, product, and client service functions to deliver tailored investment solutions and long-term partnerships. You will join a high-performing, relationship-driven environment that offers exposure to senior stakeholders, complex mandates, and opportunities to build a strong market reputation. We are ideally seeking experience across consultant and/or the insurance channels.
How you will add value
Core Responsibilities- Proactively promote investment strategies to institutional clients in the UK institutional market.
- Build relationships with institutional networks and consultants.
- Manage relationships with internal investment teams.
- Analyse market trends and identify product opportunities.
- Achieve and exceed defined sales targets.
- Represent the firm at client meetings and industry events.
- Identify cross-selling opportunities across client channels.
- Support the development and execution of sales strategy.
- Contribute to annual planning and strategic priorities.
- Manage budgets in line with agreed targets.
- Collaborate closely with client service and product teams.
- Ensure regulatory and risk compliance standards are met.
- Maintain strong client relationships and firm reputation.
What will help you be successful in this role
Experience, Education & Certifications- Bachelors or Masters degree, or equivalent experience.
- Experience in asset management with institutional client exposure ideally with strong knowledge of Consultants and/or Insurance channels.
- Strong network across institutional clients and consultants.
- Knowledge of institutional investment products and strategies.
- Understanding of macroeconomic trends and market dynamics.
- Familiarity with liquid and alternative investment solutions.
- Strong communication and presentation skills.
- Ability to engage senior stakeholders confidently.
- Effective collaborator across internal and external teams.
- Strong organisational and analytical capabilities.
- Positive, diplomatic, and client-focused mindset.
Work Schedule & Location
This role will be based in our London office with 4 days a week in office.
Institutional Sales Director in London employer: Franklin Templeton
At Franklin Templeton, we pride ourselves on being an exceptional employer, offering a dynamic and inclusive work culture that fosters collaboration and innovation. Our London office provides a vibrant environment where you can thrive professionally while building meaningful relationships with institutional clients. With a strong focus on employee growth and development, we empower our team members to reach their full potential while contributing to the long-term success of our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Institutional Sales Director in London
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Franklin Templeton, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Franklin Templeton.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Franklin Templeton.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Franklin Templeton, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Institutional Sales Director in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Franklin Templeton want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Franklin Templeton.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Franklin Templeton will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Franklin Templeton. Numbers speak louder than words!
How to prepare for a job interview at Franklin Templeton
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Franklin Templeton want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withFranklin Templeton.
