WELLINGTON MANAGEMENT
Portfolio Adviser(m/w/x)
Vollzeitmit HomeofficeSenior
Frankfurt am Main
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
WEWellington Management Europe GmbH
Portfolio Adviser(m/w/x)
Frankfurt am Main
Vollzeitmit HomeofficeSenior
Nejo KI-Zusammenfassung
Executing sales strategy for global capital markets investment management. 10+ years industry experience required. Remote work flexibility 1 day/week.
Anforderungen
- 10+ years relevant industry experience (sales, product specialist, private banking)
- Prior experience with German Wholesale/Financial Intermediary prospects/clients (additive)
- Demonstrable track record of successful client relationship development
- Good understanding of competitors, products, market trends, infrastructure, and developments
- In-depth knowledge of financial markets
- Ability to influence through consultative client approach
- Action orientation, accountability, commitment, drive, self-motivation
- Excellent communication and teamwork skills
- High level of integrity and trust
- Client-centric focus
- Strong academic background with undergraduate degree
- Relevant professional qualification (e.g. IMC, CFA) or progress towards one (preferred)
- Traveling within the region to support distribution efforts
- Contributing to client events, roadshows, and education
Aufgaben
- Work with Head of Wholesale to execute sales strategy
- Provide dedicated client coverage for growth
- Build relationships with strategic distribution partners
- Identify and nurture key contacts
- Develop existing client relationships
- Highlight key funds and strategies
- Build buy list positions
- Identify new partnership opportunities
- Develop industry relationships with influencers
- Collaborate with Marketing and PR
- Align local marketing and sales strategies
- Contribute to brand awareness growth
- Participate in team sales meetings
- Contribute to strategy planning and development
- Travel within the region to support distribution
- Contribute to client events and roadshows
- Educate clients on products and strategies
Berufserfahrung
- 10 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Deutsch – verhandlungssicher
Benefits
Flexibles Arbeiten
- Flexibility to work remotely 1 day a week
- Work from office 4 days a week
Lockere Unternehmenskultur
- In-person interaction for community and culture
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Wellington Management Europe GmbH erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
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WEWellington Management Europe GmbH
Portfolio Adviser(m/w/x)
Frankfurt am Main
Vollzeitmit HomeofficeSenior
Nejo KI-Zusammenfassung
Executing sales strategy for global capital markets investment management. 10+ years industry experience required. Remote work flexibility 1 day/week.
Anforderungen
- 10+ years relevant industry experience (sales, product specialist, private banking)
- Prior experience with German Wholesale/Financial Intermediary prospects/clients (additive)
- Demonstrable track record of successful client relationship development
- Good understanding of competitors, products, market trends, infrastructure, and developments
- In-depth knowledge of financial markets
- Ability to influence through consultative client approach
- Action orientation, accountability, commitment, drive, self-motivation
- Excellent communication and teamwork skills
- High level of integrity and trust
- Client-centric focus
- Strong academic background with undergraduate degree
- Relevant professional qualification (e.g. IMC, CFA) or progress towards one (preferred)
- Traveling within the region to support distribution efforts
- Contributing to client events, roadshows, and education
Aufgaben
- Work with Head of Wholesale to execute sales strategy
- Provide dedicated client coverage for growth
- Build relationships with strategic distribution partners
- Identify and nurture key contacts
- Develop existing client relationships
- Highlight key funds and strategies
- Build buy list positions
- Identify new partnership opportunities
- Develop industry relationships with influencers
- Collaborate with Marketing and PR
- Align local marketing and sales strategies
- Contribute to brand awareness growth
- Participate in team sales meetings
- Contribute to strategy planning and development
- Travel within the region to support distribution
- Contribute to client events and roadshows
- Educate clients on products and strategies
Berufserfahrung
- 10 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Deutsch – verhandlungssicher
Benefits
Flexibles Arbeiten
- Flexibility to work remotely 1 day a week
- Work from office 4 days a week
Lockere Unternehmenskultur
- In-person interaction for community and culture
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Wellington Management Europe GmbH erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Über das Unternehmen
Wellington Management Europe GmbH
Branche
FinancialServices
Beschreibung
The company offers comprehensive investment management capabilities across global capital markets, serving institutional clients in over 60 countries.
Noch nicht perfekt?
- WELLINGTON MANAGEMENT
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