Investment Consultant (m/w/d)

WTW

Frankfurt

Hybrid

EUR 60,000 - 90,000

Full time

14 days+

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Benefits offered by this job

30 days annual leave
Hybrid working option
Pension scheme
Employer-funded sick pay
Dependent care leave

Job summary

WTW is seeking a full-time investment consultant to join the Investments business. The role focuses on client-facing advisory across Western Europe, with primary responsibility in Germany.

You will work on defining investment objectives, risk profiles, and governance frameworks for pension assets and other institutional clients. You will collaborate with colleagues across Europe, applying market outlooks and portfolio theory to deliver commercial outcomes while leveraging strong language skills

Qualifications

  • 3–7 years of professional experience in capital investment.
  • Strong client-facing and communication skills.
  • Good commercial awareness and ability to develop client relationships.

Responsibilities

  • Work as part of a collaborative team across Western Europe, primarily in Germany.
  • Define investment objectives, beliefs and risk profiles for clients.
  • Contribute to asset allocation discussions and governance frameworks.

Skills

Client-facing skills
Commercial awareness
Collaborative team player
IT proficiency
Capital markets knowledge
Regulatory knowledge (German wealth)
German & English fluency

Tools

IT applications

Job description

Description

The business

We (WTW’s Investments business) help clients in all matters related to capital investment. We provide insightful perspectives, become a collaborative partner, act as skilled investors anddeliver meaningful outcomes for our clients.

Our client base includes a diverse range of institutional investors, including pension funds, insurance companies and sovereign wealth funds. The success of our business depends critically on our ability to help our clients succeed, and to achieve and maintain a competitive edge. Our solutions include advisory and delegated investment services.

The role

We are looking for a full-time investment consultant who will bepart of a collaborative team of colleagues working across Western European countries.The successful applicant will work on a wide variety of projects and clients based predominantly in Germany but also across Western Europe. We are typically involved in all phases of the investment process including defining investment objectives and investment beliefs, setting a risk profile and appropriate strategic asset allocation, applying our market outlook across different asset classes, incorporating sustainability and defining investment governance frameworks.

Qualifications

The requirements

Candidates should possess strong client-facing skills, between 3 to 7 years of professional experience in capital investment, and a focus on commercial outcomes.Other requirements include:

  • Build and maintain strong client relationships through effective communication and responsiveness
  • Show good commercial awareness, contributing to the development of client relationships and business opportunities
  • Collaborative team player who supports senior colleagues while guiding and sharing knowledge with more junior team members
  • Strong proficiency in IT applications, supporting efficient and accurate delivery of work
  • Demonstrate a sound understanding of capital markets and portfolio theory in a client and portfolio management context
  • Extensive knowledge of applicable legislation as well as regulatory provisions for the investment of corporate pension assets. Advantageous if you have knowledge of most common OAP plan designs, as well the German wealth market.
  • Excellent German and English language skills. Advantageous if skilled in other languages.

What we offer

Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 30 days of annual leave, hybrid working option, professional and personal development, company pension scheme and employer-funded sick pay and dependent care leave benefits.

WTW is an equal opportunity employer

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, fromthe application process through to joining WTW, please email candidatehelpdesk@wtwco.com

About WTW

At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help organizations sharpen their strategy, enhance organizational resilience, motivate their workforce and maximize performance. Working shoulder to shoulder with our clients, we uncover opportunities for sustainable success—and provide perspective that moves you.Learn more at www.wtwco.com

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