Portfolio Adviser (Frankfurt)

Wellington Management Co; Frankfurt; Presencial; EUR 85.000 - 175.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Comprehensive benefits package

Flexible work environment

Corporate bonus potential

Descripción de la vacante

Wellington Management Company is seeking a Portfolio Advisor to join their team in Frankfurt. This role involves developing client relationships to drive growth across various funds and strategies.

Candidates should possess over 10 years of experience in the financial industry, excellent communication skills, and a strong educational background. The compensation package includes a competitive salary ranging from €85,000 to €175,000, comprehensive benefits, and opportunities for flexible working arrangements.

Formación

• 10+ years of relevant industry experience in sales or private banking.
• Strong track record in developing client relationships.
• Understanding of market trends and financial products.

Responsabilidades

• Execute the Wholesale sales strategy with intermediaries.
• Develop client relationships and identify new opportunities.
• Partner with Marketing and PR colleagues.
• Travel to support distribution efforts.

Conocimientos

Client relationship development

Financial market knowledge

Sales strategy execution

Communication skills

Teamwork

Educación

Undergraduate degree

Professional qualification (IMC, CFA) preferred

Descripción del empleo

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long‑term view that aligns our perspectives with those of our clients.

About the Role

The Position: We are currently seeking to recruit a Portfolio Advisor to join our Germany & Austria team, based in Frankfurt. Working closely with the Head of Wholesale (Germany & Austria), this individual will play an important role in driving growth across Wellington’s full product suite with financial intermediaries in the region.

Responsibilities

• Work in close partnership with the Head of Wholesale to execute the Wholesale sales strategy with intermediaries in Germany and Austria.
• Provide dedicated client coverage, focused on driving growth across funds/strategies, in line with business priorities.
• Contribute to the team’s collaborative approach to relationship building with strategic distribution partners, including identifying, developing, and nurturing key contacts.
• Develop existing client relationships, highlight key focus funds/strategies, contribute to building buy list positions, and identify new opportunities to partner with key firms.
• Contribute to the development of wider industry relationships with influencers within the Wholesale channel.
• Partner closely with Marketing and PR colleagues to ensure that local marketing and sales strategies are closely aligned, and contribute to the continued growth in brand awareness.
• Actively contribute to team sales meetings, strategy planning and development.
• Travel within the region to support the team’s distribution effort with key accounts, contributing to client events, roadshows, and education.

Qualifications

• Have 10+ years of relevant industry experience, gained either in sales, product specialist or private banking role(s). Prior experience working closely with Wholesale / Financial Intermediary prospects and clients in Germany would be additive.
• Have a demonstrable track record of successfully developing client relationships.
• Have a good understanding of competitors, products, key market trends, market infrastructure and industry developments.
• Demonstrate an in‑depth knowledge of financial markets, and an ability to influence through a content‑led, consultative client approach.
• Be action orientated, accountable, committed, driven and self‑motivated, with excellent communication and team working skills.
• Demonstrate a high level of integrity and trust, and a client centric focus.
• Have a strong academic background, including an undergraduate degree. A relevant professional qualification (e.g. IMC, CFA) or progress towards one, is preferred.

Compensation & Benefits

Base salary range for this position: EUR 85,000-175,000. The salary range takes into account skill set, role, certifications and education. This range is an estimate; further details on compensation will be shared during the recruitment process.

• Other rewards may include a discretionary Corporate Bonus and/or Incentives, if eligible.
• Comprehensive and high‑value benefits package, including retirement plan, health and wellbeing, dental, vision, pharmacy coverage, health savings account, flexible spending accounts, commuter program, employee assistance program, life and disability insurance, adoption assistance, back‑up childcare, tuition/CFA reimbursement, and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).
• Flexible work environment with employees working from the office 4 days a week and remote work 1 day a week.

Equal Opportunity

We are dedicated to building and maintaining a diversified workforce and consider a broad array of candidates. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail].

For more information, please visit https://www.wellington.com/en/.