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 and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide 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! We are looking for an Associate, Financial Institutions (Retail Sales) to join the team in Kuala Lumpur, Malaysia. This role will be an integral member of the Retail Sales team based in Malaysia. He/she is expected to execute the retail sales strategy and possess a solid understanding of the investment products, sales, business development and service needs of Malaysian retail business. The primary focus is to establish, grow and maintain good working relationships with the organization's distribution partners, and be responsible for positioning our investment products through them. Relationships with distribution partners will be developed and grown through proactive sales presentations, regular visits and sales calls and the communication of value-added information.
What are the ongoing responsibilities of this position? Business development:
Generate sales inflow by proactively arranging various promotional activities such as seminars, briefings and outbound sales calls etc.
Cultivate and deepen relationships with existing distributors and identify potential distribution partners with the aim of increasing FT market share
Deliver AUM and sales targets within specified channels and clients, focusing on retail distribution partners in Malaysia
Monitor on an ongoing basis relevant client structure, investment objectives, benchmarks, progress and holdings
Work in close partnership with FT teams to deliver high quality service experience to clients
Execute sales ideas, build and deliver sales presentations that complement specific advisor/distributor business profiles
Work closely with Retail Sales team members with the common goal of growing the Malaysian retail business
Handle RFIs/ Annual DD/ Query Handling
Actively seek to drive business results by identifying opportunities to enhance/strengthen our materials and messaging
Provide Sales support to ensure the timely and efficient responses to client inquiries
Business management:
Assist with strategic business planning and business development initiatives
Ensure sales databases and client contact information are updated
Support external regulatory and internal requirements for sales
Produce, maintain and circulate internal spreadsheets, reports, newsfeeds, etc.
What qualifications, skills and experience would help someone to be successful? Bachelor's degree, preferably in a finance related discipline
3 - 5 years' equivalent sales experience in the asset management and/or financial industry
An understanding of the dynamics of investment management industry focused around meeting client demands.
Established relationships with key retail distribution partners
Team player
Excellent verbal and written communication skills
High levels of personal and professional integrity to develop deep relationships
Understanding of processes and platforms in the retail business model
Ability to deliver strong sales presentations
Excellent in-person presentation skills
Ability to perform multiple tasks in a fast paced, team environment
#LI-APAC
#ASSOCIATE
Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by our diverse global workforce and strongly held core values. 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.
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
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
