ETF Sales Support – Italy

Job title:

ETF Sales Support – Italy

Company:

Franklin Templeton Investments

Job description

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!At Franklin Templeton Investments, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 75 years, our success has been a direct result of the talent, skills and persistence of our people, and we are looking for an ETF Sales Support for the ITALY Region to join our ETF business in EMEA (location: Milan)What is the ETF Business responsible for?Franklin Templeton launched its first ETFs in Europe back in 2017 focussing on Smart Beta strategies initially but also looking at Active ETFs and plain-vanilla building blocks to give investors a panel of solutions depending on their objectives. This is still a new initiative for our business which is deeply committed to make it a success. This is a newly created position based in Italy focusing on supporting our existing local ETF sales force in order to help to sell our ETF proposition to investors. The ETF Sales Support will work very closely with the existing ETF Sales Teams.What are the ongoing responsibilities of the ETF Sales Support?Build in depth knowledge of existing ETF range + new productsBuilding strong relationships with existing local teams in Italy + European and Global Teams75% of the time focused on internal activities and 25% focused on external sales targeting tier 3 clients and IFAs to start with. With object to arrive at 50%/50%.Responsibilities include but are not limited to:Create and manage Italian ETF AUM Database, and Client identification processFollow IFAs Clients, building a database, manage physical presentations, roadshow, and mailing marketing. The role will evolve also to tier 3 clients.Preparation of email teasers (on specific products, but also on broader topics and asset classes) as directed by the local salespeople and the broader teamPreparation of individual presentations & client appointments (including physical client appointments but also the increasing importance of webinars)Evaluation of Morningstar fund of funds holdingsRegular ReportingConducting competitive analysis of local ETF marketCRM maintenance (e.g. answer post meeting feedback to clients, entering information about past appointments; keeping client lists e.g. for the ETF newsletter)Completion of lists (ETF product lists requested e.g. by databases and clients)Translation of English content into ItalianResponding to client requests in terms of client service: sending documents to clients (factsheets, product presentations, KIIDs, EETs, flyers); making appointmentsParticipation to internal macro updates, the outcome of which should be shared with colleagues and made available to our customersQuality control of external databases to ensure that our ETFs and their information are stored correctly everywhereLiaison with other ETF Sales Support memberProspection & Appropriate follow-ups: Independent Financial Advisors (IFAs)/ Smaller Independent Asset Managers, Savings Banks, Cooperative Banks.What qualifications, skills and experience would help someone to be successful?Completed Bachelor’s degree (preferably completed Masters degree) with focus on business administration, international management, finance, economicsRigorous and have strong presentation skills and IT knowledge (Excel and PowerPoint is essential)A previous experience in an investment management company, bank or Management Consulting

First language is Italian and fluent in English both verbal and written. You will communicate with the group’s headquarters in California, and other international offices on a daily basisExperience with MS Office (e.g., Word, PowerPoint, Excel)Ability to work independently or with minimal supervision and meet tight deadlinesStrong analytical, problem solving and decision making skillsAbility to navigate complex organisations on multi levels / geographies and build internal networksResults focused and a self-starter / Multi-taskingStrong team player with the ability to use own initiativeTravel will be required depending on geographies covered but also to attend internal events.We thrive in a dynamic culture and offer an opportunity for you to maximize your potential and we are committed to offering a competitive compensation package as well as exceptional benefits program.Please apply for this position through our website (www.franklintempleton.co.uk) together with a detailed CV , references and earliest start date.Experience our welcoming culture and reach your professional and personal potential!Building teams with diverse skills, backgrounds, and experiences has always been important to us. Fostering an inclusive culture where employees feel safe to share their opinions is not only beneficial for our people but also drives innovation and enables us to deliver better client outcomes. So, regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.We want our employees to thrive. 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. 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 you covered.*Please note: the above benefits and their design & application will vary country-to-country. Also, the benefits offered to temporary employees can vary depending on the country. More information can be obtained when speaking with Franklin Templeton HR.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.If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation or adjustment 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 requests for arrangements will receive a response.

Expected salary

Location

Milano

Job date

Thu, 24 Oct 2024 23:57:27 GMT

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