WELLINGTON MANAGEMENT
Portfolio Adviser(m/w/x)
Full-timeWith HomeofficeSenior
Frankfurt am Main
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WEWellington Management Europe GmbH
Portfolio Adviser(m/w/x)
Frankfurt am Main
Full-timeWith Home OfficeSenior
Nejo AI Summary
Executing sales strategy for global capital markets investment management. 10+ years industry experience required. Remote work flexibility 1 day/week.
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 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
Tasks
- 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
Work Experience
- 10 years
Education
- Bachelor's degree
Languages
- German – Business Fluent
Benefits
Flexible Working
- Flexibility to work remotely 1 day a week
- Work from office 4 days a week
Informal Culture
- In-person interaction for community and culture
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Wellington Management Europe GmbH 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 Europe GmbH
Portfolio Adviser(m/w/x)
Frankfurt am Main
Full-timeWith Home OfficeSenior
Nejo AI Summary
Executing sales strategy for global capital markets investment management. 10+ years industry experience required. Remote work flexibility 1 day/week.
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 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
Tasks
- 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
Work Experience
- 10 years
Education
- Bachelor's degree
Languages
- German – Business Fluent
Benefits
Flexible Working
- Flexibility to work remotely 1 day a week
- Work from office 4 days a week
Informal Culture
- In-person interaction for community and culture
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Wellington Management Europe GmbH 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 Europe GmbH
Industry
FinancialServices
Description
The company offers comprehensive investment management capabilities across global capital markets, serving institutional clients in over 60 countries.
Not a perfect match?
- WELLINGTON MANAGEMENT
Portfolio Adviser(m/w/x)
Full-timeWith HomeofficeSeniorFrankfurt am Main - HRK LUNIS AG
Kundenportfolio-Manager(m/w/x)
Full-timeWith HomeofficeSeniorFrankfurt am Main, Stuttgart, Berlin, Hamburg, Hannover, München, Ingolstadt, Schonungen - DWS International GmbH
Senior Capital Raising/Fund Raising Specialist - Private Credit/Asset-Based Finance/Direct Lending(m/w/x)
Full-timeWith HomeofficeSeniorFrankfurt am Main, Mainz - FERI AG
Sales Manager Wholesale / Drittfondsgeschäft(m/w/x)
Full-timeWith HomeofficeExperiencedBad Homburg vor der Höhe - 0010 Deutsche Bank Aktiengesellschaft
Loan Syndication Sale, Distribution(m/w/x)
Full-time/Part-timeWith HomeofficeSeniorFrankfurt am Main