Institutional Sales Director (m/f/d)

Franklin Templeton; Frankfurt; Vor Ort; EUR 40.000 - 60.000; Vollzeit

Zusammenfassung

A global investment firm in Frankfurt is seeking an experienced professional to manage institutional client relationships. The role involves developing strategies for client retention, delivering tailored investment solutions, and providing market insights. Ideal candidates will have a degree in finance or economics and at least 5 years in institutional sales, with strong communication skills in German and English. The firm promotes a culture focused on employee well-being.

Qualifikationen

• 5 years+ in institutional sales or financial services.
• Proven success with institutional client relationships.

Aufgaben

• Develop strategies to attract and retain institutional clients.
• Manage relationships with key investors and understand their priorities.
• Identify new business opportunities and grow market share.
• Deliver tailored investment solutions across asset classes.
• Collaborate with internal teams to optimize offerings.
• Provide market insights and product commentary.
• Advise clients on macro trends and portfolio strategy.
• Coordinate onboarding and ensure smooth delivery.
• Prepare presentations and performance reports.
• Work with legal, risk, and compliance teams.
• Ensure regulatory compliance in all sales activities.
• Represent the firm at industry events.

Kenntnisse

Strong knowledge of capital markets and investment products

Skilled in analysis and strategic thinking

Excellent communication and presentation abilities

Fluent in German and English

Ausbildung

Degree in Finance, Economics, or related field

MBA, CFA, or CAIA preferred

Jobbeschreibung

At Franklin Templeton, we’re driving 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 offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world!

About the Department

This team builds and manages relationships with institutional investors, including pension funds, insurers, sovereign wealth funds, corporates, and family offices. Working collaboratively across product, research, and compliance functions, the department delivers tailored investment solutions and market insights. In joining this team you will have exposure to strategic clients, complex financial products, in a dynamic, growth-focused environment.

How You Will Add Value

• Develop strategies to attract and retain institutional clients.
• Manage relationships with key investors and understand their priorities.
• Identify new business opportunities and grow market share.
• Deliver tailored investment solutions across asset classes.
• Collaborate with internal teams to optimise offerings.
• Provide market insights and product commentary.
• Advise clients on macro trends and portfolio strategy.
• Coordinate onboarding and ensure smooth delivery.
• Prepare presentations and performance reports.
• Work with legal, risk, and compliance teams.
• Ensure regulatory compliance in all sales activities.
• Represent the firm at industry events.

What Will Help You Be Successful in This Role

Experience, Education & Certifications

• Degree in ideally Finance, Economics, or related field.
• MBA, CFA, or CAIA preferred.
• 5 years+ in institutional sales or financial services.
• Proven success with institutional client relationships.

Technical Skills

• Strong knowledge of capital markets and investment products.
• Skilled in analysis and strategic thinking.
• Excellent communication and presentation abilities.

Soft Skills

• High integrity and regulatory awareness.
• Entrepreneurial mindset and proactive approach.
• Fluent in German and English; other languages a plus.

We provide you with tools, resources, and learning opportunities to help you excel in your career and personal life. By joining us, you will become a part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle.

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.

Please apply attaching CV and all written employment and education references.