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Franklin Templeton

Global asset management and investment services

Relationship Manager

Customer SupportConfirmed live in the last 24 hours
Full-timeTokyo, JapanNo salary listedIn-person

About the Job

Requirements

  • At least 3 years of prior work experience, preferably in investor relations or a client service role within financial services.
  • A bachelor's degree is required.
  • Understanding of credit strategies and private credit products.
  • Proficiency in Excel and PowerPoint.
  • Native-level Japanese and fluent English communication skills, both written and spoken.
  • Ability to follow established procedures and workflows to ensure efficient operations.
  • Ability to multitask and prioritize effectively while meeting tight deadlines.

Responsibilities

  • Monitor investor requests and ensure timely follow-up.
  • Draft and issue key investor deliverables.
  • Support central investor communications and reporting.
  • Assist with event preparation and execution, including facilitating due diligence meetings and audits.
  • Analyze investor requests received in Japanese to understand clearly what is required.
  • Gather and assess company and product information from across BSP to draft accurate, thoughtful, and timely written and verbal responses to investor inquiries.
  • For complex inquiries, work with senior client service team members and/or dedicated strategy-level product specialists to explain investor requests in English and co-develop appropriate responses under senior team guidance.
  • Collaborate with the broader Business Development and Investment teams to follow up on requests from Japanese investors, ensuring deadlines are met and information is accurate and well presented.
  • Support central initiatives such as firmwide investor events, maintenance of firmwide information, creation of marketing materials, and translation where required.
  • Assist the RFP team in preparing responses to Japanese client due diligence questionnaires and RFPs/RFIs.
  • Continually deepen knowledge of the BSP business and develop a strong understanding of its products and company information.

Desired Qualifications

  • An MBA, CFA, CAIA, or CMA is preferred.
  • Experience with Salesforce, MSD, or other customer relationship management tools is a plus.
  • Experience in investor relations or a client service role within financial services is preferred.

About the Company

Franklin Templeton

Global asset management and investment services

Franklin Templeton is an asset management firm that provides a variety of investment products and services to different types of clients, including individual investors and institutions. The company specializes in mutual funds, systematic investment plans (SIPs), and lump-sum investment options, focusing on active investment management. This means they use their research and expertise to make informed investment decisions for their clients. Franklin Templeton stands out from its competitors with a strong distribution network across India, having offices in over 34 cities and collection centers in more than 100 locations, along with a comprehensive digital platform that offers tools for investors. The company's goal is to effectively manage assets for their clients while providing a range of financial services that cater to both retail and institutional investors.

Company size
51-200
Company stage
IPO
Headquarters
San Mateo, CA
Founded
1947

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