Wellington Management Europe GmbH
Portfolio Adviser(m/w/x)
Vollzeitmit HomeofficeSenior
Frankfurt am Main
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WEWELLINGTON MANAGEMENT
Portfolio Adviser(m/w/x)
Frankfurt am Main
Vollzeitmit HomeofficeSenior
Nejo KI-Zusammenfassung
Executing wholesale sales strategy for institutional clients in Germany and Austria. 10+ years industry experience required. Focus on key funds and strategies with strategic distribution partners.
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, including undergraduate degree
- Relevant professional qualification (IMC, CFA) or progress towards one (preferred)
- Belief in ability to excel in the role
Aufgaben
- Execute Wholesale sales strategy with intermediaries in Germany and Austria
- Provide dedicated client coverage to drive fund growth
- Build and nurture key contacts with strategic distribution partners
- Develop and maintain existing client relationships
- Highlight key focus funds and strategies to clients
- Identify new opportunities to partner with key firms
- Contribute to building buy list positions
- Develop industry relationships with Wholesale channel influencers
- Collaborate with Marketing and PR to align local strategies
- Contribute to brand awareness growth
- Participate in team sales meetings and strategy planning
- Travel within the region to support key accounts
- Contribute to client events, roadshows, and education
Berufserfahrung
- 10 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Deutsch – verhandlungssicher
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens WELLINGTON MANAGEMENT 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
Portfolio Adviser(m/w/x)
Frankfurt am Main
Vollzeitmit HomeofficeSenior
Nejo KI-Zusammenfassung
Executing wholesale sales strategy for institutional clients in Germany and Austria. 10+ years industry experience required. Focus on key funds and strategies with strategic distribution partners.
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, including undergraduate degree
- Relevant professional qualification (IMC, CFA) or progress towards one (preferred)
- Belief in ability to excel in the role
Aufgaben
- Execute Wholesale sales strategy with intermediaries in Germany and Austria
- Provide dedicated client coverage to drive fund growth
- Build and nurture key contacts with strategic distribution partners
- Develop and maintain existing client relationships
- Highlight key focus funds and strategies to clients
- Identify new opportunities to partner with key firms
- Contribute to building buy list positions
- Develop industry relationships with Wholesale channel influencers
- Collaborate with Marketing and PR to align local strategies
- Contribute to brand awareness growth
- Participate in team sales meetings and strategy planning
- Travel within the region to support key accounts
- Contribute to client events, roadshows, and education
Berufserfahrung
- 10 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Deutsch – verhandlungssicher
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens WELLINGTON MANAGEMENT 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
Branche
FinancialServices
Beschreibung
Wellington Management offers comprehensive investment management capabilities across global capital markets, providing tailored solutions to institutional clients worldwide.
Noch nicht perfekt?
- Wellington Management Europe GmbH
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Senior Coverage Specialist (Alternative Credit Coverage)(m/w/x)
Vollzeitmit HomeofficeSeniorFrankfurt am Main, Mainz - Flossbach von Storch SE
Senior Akquisiteur / Sales Manager Private Vermögensverwaltung(m/w/x)
Vollzeitmit HomeofficeSeniorFrankfurt am Main