Senior Client Portfolio Manager/Client Portfolio Manager, Retirement Solutions (m/f/d)

Franklin Templeton; Frankfurt; On-site; EUR 95,000 - 135,000; Full time

Benefits offered by this job

Equal Opportunity Employer

Flexible working arrangements

Job summary

Franklin Templeton in Frankfurt, Germany is seeking a senior professional to drive Distribution Partnership, Client Solutions, and Client Relationship Management across German and European markets. The role requires deep knowledge of retirement and multi-asset investment solutions and aims to tailor portfolios to client needs and regulatory requirements.

The candidate will engage with portfolio managers, sales teams, and institutional clients, while contributing to thought leadership and product

Qualifications

• Significant experience in investment solutions or multi-asset investing.
• Experience within retirement and pension markets.
• Background in portfolio management, research, or consulting.
• Business development experience with institutional or wholesale clients.

Responsibilities

• Represent FTIS across German and European markets and support new business opportunities.
• Design multi-asset and retirement solutions and tailor portfolios to client needs and regulations.
• Lead client meetings, portfolio reviews, and support client retention and growth.
• Contribute to market insights, thought leadership, and product launches.

Skills

German

English

Presentation skills

Relationship management

Stakeholder influence

Travel willingness

Education

Bachelor's degree

Advanced degree

CFA designation

Job description

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.

From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.

About The Department

Franklin Templeton Investment Solutions (FTIS) manages $144B in assets and delivers multi- asset, quantitative, and hedged investment solutions globally. The Client Investment Solutions team partners with portfolio managers and distribution teams to develop client focused strategies. This role supports Germany’s evolving retirement market while helping deliver investment solutions across Europe.

How You Will Add Value

Distribution Partnership

• You will represent FTIS across German and European markets.
• You will support new business and mandate opportunities.
• You will partner with sales teams on market strategies.
• You will develop client mandates with portfolio managers.

Client Solutions

• You will design multi-asset and retirement solutions.
• You will support Altersvorsorgedepot-aligned offerings.
• You will tailor portfolios to client needs and regulations.
• You will advise institutional and distribution clients.

Client Relationship Management

• You will lead client meetings and portfolio reviews.
• You will support client retention and growth.
• You will communicate investment strategy and performance.

Thought Leadership & Product Strategy

• You will represent FTIS at industry events.
• You will contribute to market insights and thought leadership.
• You will support product launches and training.
• You will provide expertise on retirement reforms and regulation.

What Will Help You Be Successful in This Role

Experience

• Significant experience in investment solutions or multi-asset investing.
• Experience within retirement and pension markets.
• Background in portfolio management, research, or consulting.
• Business development experience with institutional or wholesale clients.

Education & Certifications

• Bachelor’s degree required.
• Advanced degree preferred.
• CFA designation preferred.

Technical Skills

• Knowledge of German retirement and pension markets.
• Familiarity with Altersvorsorgedepot and related reforms.
• Understanding of PRIIPs, UCITS, MiFID II, and IDD.
• Knowledge of multi-asset investment solutions.

Soft Skills

• Fluent German and English.
• Strong presentation and relationship management skills.
• Ability to influence diverse stakeholders.
• Willingness to travel across Europe and EMEA.

Work Schedule & Location

Based in Frankfurt, Germany, with regular travel across Europe and EMEA.

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.

As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally, returners – individuals who have taken a break from work – are also encouraged to explore our job opportunities.

Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.