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- Aufgaben: Join our team as a Portfolio Advisor, driving growth with financial intermediaries in Germany and Austria.
- Arbeitgeber: Wellington Management is a leading investment management firm with a collaborative culture and global reach.
- Mitarbeitervorteile: Enjoy a dynamic work environment with opportunities for professional growth and development.
- Warum dieser Job: Be part of a team that values independent thought and fosters long-term client relationships.
- Gewünschte Qualifikationen: 10+ years in sales or private banking, strong communication skills, and a relevant degree required.
- Andere Informationen: We welcome diverse candidates and encourage you to apply even if you don't meet every qualification.
Das voraussichtliche Gehalt liegt zwischen 72000 - 84000 € pro Jahr.
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.
About the Role
The Position
We are currently seeking to recruit a Portfolio Advisor to join our Germany & Austria team, based in Frankfurt. Working closely with the Head of Wholesale (German & Austria), this individual will play an important role in driving 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;
- Providing dedicated client coverage, focused on driving growth across funds/strategies, in line with business priorities;
- Contributing to the team’s collaborative approach to relationship building with strategic distribution partners, including identifying, developing, and nurturing key contacts;
- Developing existing client relationships, highlighting key focus funds/strategies, contributing to building buy list positions, and identifying new opportunities to partner with key firms;
- Contributing to the development of wider industry relationships with influencers within the Wholesale channel;
- Partnering closely with Marketing and PR colleagues to ensure that local marketing and sales strategies are closely aligned, and contributing to the continued growth in brand awareness;
- Actively contributing to team sales meetings, strategy planning and development;
- Traveling within the region to support the team’s distribution effort with key accounts, contributing to client events, roadshows, and education.
Qualifications
The successful candidate is likely to:
- Have 10+ years of relevant industry experience, gained either in sales, product specialist or private banking role(s). Prior experience working closely with Wholesale / Financial Intermediary prospects and clients in Germany would be additive;
- Have a demonstrable track record of successfully developing client relationships;
- Have a good understanding of competitors, products, key market trends, market infrastructure and industry developments;
- Demonstrate an in-depth knowledge of financial markets, and an ability to influence through a content-led, consultative client approach;
- Be action orientated, accountable, committed, driven and self-motivated, with excellent communication and team working skills;
- Demonstrate a high level of integrity and trust, and a client centric focus;
- Have a strong academic background, including an undergraduate degree. A relevant professional qualification (e.g. IMC, CFA) or progress towards one, is preferred.
Please note that we are only able to respond to successful applicants. Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
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 (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law.
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Portfolio Advisor, Frankfurt | Frankfurt am Main, DE Arbeitgeber: Wellington Management Company, LLP
Kontaktperson:
Wellington Management Company, LLP HR Team
StudySmarter Bewerbungstipps 🤫
So bekommst du den Job: Portfolio Advisor, Frankfurt | Frankfurt am Main, DE
✨Tip Number 1
Familiarize yourself with the financial landscape in Germany and Austria. Understanding local market trends, key players, and regulatory environments will help you engage more effectively with potential clients and partners.
✨Tip Number 2
Network actively within the financial services community. Attend industry events, seminars, and workshops to meet professionals who can provide insights and connections that may lead to opportunities at Wellington Management.
✨Tip Number 3
Demonstrate your consultative approach by preparing to discuss how you can add value to client relationships. Be ready to share examples of how you've successfully developed and nurtured client partnerships in the past.
✨Tip Number 4
Stay updated on Wellington Management's product offerings and recent developments. Being knowledgeable about our investment solutions will allow you to speak confidently about how they align with client needs during discussions.
Diese Fähigkeiten machen dich zur top Bewerber*in für die Stelle: Portfolio Advisor, Frankfurt | Frankfurt am Main, DE
Tipps für deine Bewerbung 🫡
Understand the Company: Familiarize yourself with Wellington Management's investment management capabilities and their approach to client relationships. This will help you tailor your application to reflect their values and culture.
Highlight Relevant Experience: Emphasize your 10+ years of industry experience, particularly in sales or private banking roles. Make sure to detail your experience with Wholesale/Financial Intermediary clients in Germany, as this is crucial for the role.
Showcase Relationship Building Skills: Provide specific examples of how you've successfully developed and nurtured client relationships in the past. This will demonstrate your ability to contribute to Wellington's collaborative approach.
Tailor Your CV and Cover Letter: Customize your CV and cover letter to align with the job description. Highlight your understanding of financial markets and your consultative approach to client interactions, as these are key aspects of the role.
Wie du dich auf ein Vorstellungsgespräch bei Wellington Management Company, LLP vorbereitest
✨Understand the Company Culture
Before your interview, take some time to research Wellington Management's culture and values. They emphasize collaboration and independent thought, so be prepared to discuss how you can contribute to this environment.
✨Showcase Your Client Relationship Skills
Since the role involves developing client relationships, come prepared with specific examples of how you've successfully built and maintained client connections in the past. Highlight your consultative approach and ability to influence clients.
✨Be Ready to Discuss Market Trends
Demonstrate your knowledge of financial markets by discussing current trends and how they impact the industry. This shows that you are not only experienced but also engaged with the market landscape.
✨Prepare for Behavioral Questions
Expect questions that assess your integrity, accountability, and teamwork skills. Use the STAR method (Situation, Task, Action, Result) to structure your responses and provide clear, concise examples.
