Portfolio Adviser (Frankfurt)

Wellington Management; Frankfurt; Vor Ort; EUR 85.000 - 175.000; Vollzeit

Benefits dieser Stelle

Discretionary corporate bonus

Retirement plan

Health and wellbeing coverage

Flexible spending accounts

Paid time off

Zusammenfassung

Wellington Management is seeking a skilled Portfolio Advisor for its Germany & Austria team in Frankfurt. This role requires deep expertise in sales and client relationship management to enhance growth across products with financial intermediaries.

Ideal candidates have 10+ years in relevant roles, a solid understanding of financial markets, and strong communication skills. Benefits include competitive salary ranges and flexible work arrangements, highlighting the company’s commitment to employee wellbeing.

Qualifikationen

• 10+ years of relevant industry experience in sales or private banking roles.
• Experience with financial intermediary clients in Germany is advantageous.
• Demonstrated ability to develop client relationships.

Aufgaben

• Execute wholesale sales strategy with intermediaries in Germany and Austria.
• Drive growth across funds and strategies aligned with business priorities.
• Develop client relationships and highlight key focus funds.

Kenntnisse

Sales expertise

Client relationship management

Financial markets knowledge

Communication skills

Team collaboration

Ausbildung

Undergraduate degree

Relevant professional qualification (CFA, IMC)

Jobbeschreibung

About Us

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.

The Position

We are currently recruiting a Portfolio Advisor to join our Germany & Austria team, based in Frankfurt. The Portfolio Advisor will work closely with the Head of Wholesale (Germany & Austria) to drive 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 and 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 and 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 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

• 10+ years of relevant industry experience, in sales, product specialist, or private banking roles.
• Experience working closely with wholesale or financial intermediary prospects and clients in Germany is an added advantage.
• Demonstrable track record of successfully developing client relationships.
• Good understanding of competitors, products, key market trends, market infrastructure and industry developments.
• In‑depth knowledge of financial markets and an ability to influence through a content‑led, consultative client approach.
• Action‑oriented, accountable, committed, driven and self‑motivated, with excellent communication and team‑working skills.
• High level of integrity and trust, with a client‑centric focus.
• Strong academic background, including an undergraduate degree. A relevant professional qualification (e.g., IMC, CFA) or progress toward one is preferred.

Benefits

Base salary range: EUR 85,000 – 175,000.

All employees are eligible for salary, variable compensation, and benefits, including:

• Discretionary corporate bonus and/or incentives if eligible.
• Retirement plan, health and wellbeing, dental, vision, and pharmacy coverage.
• Health savings account and flexible spending accounts.
• Commuter program.
• Employee assistance program, life and disability insurance.
• Adoption assistance, back‑up childcare, tuition/CFA reimbursement.
• Paid time off (including paid holidays, volunteer leave, sick and vacation time).

Employees work from our offices 4 days a week with flexibility to work remotely 1 day a week.

Equal Opportunity Statement

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, 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 [e-mail].