Wellington Management Europe GmbH
Portfolio Adviser(m/w/x)
Full-timeWith HomeofficeSenior
Frankfurt am Main
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WEWELLINGTON MANAGEMENT
Portfolio Adviser(m/w/x)
Frankfurt am Main
Full-timeWith Home OfficeSenior
Nejo AI Summary
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.
Requirements
- 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
Tasks
- 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
Work Experience
- 10 years
Education
- Bachelor's degree
Languages
- German – Business Fluent
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of WELLINGTON MANAGEMENT and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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WEWELLINGTON MANAGEMENT
Portfolio Adviser(m/w/x)
Frankfurt am Main
Full-timeWith Home OfficeSenior
Nejo AI Summary
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.
Requirements
- 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
Tasks
- 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
Work Experience
- 10 years
Education
- Bachelor's degree
Languages
- German – Business Fluent
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of WELLINGTON MANAGEMENT and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
WELLINGTON MANAGEMENT
Industry
FinancialServices
Description
Wellington Management offers comprehensive investment management capabilities across global capital markets, providing tailored solutions to institutional clients worldwide.
Not a perfect match?
- Wellington Management Europe GmbH
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Kundenportfolio-Manager(m/w/x)
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