Portfolio Adviser (Frankfurt)

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. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at

GMWTalentOperations@wellington.com .

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.