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3 часа назад

Portfolio Adviser (Frankfurt)

85 000 - 175 000
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
Germany
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Текст:
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TL;DR
Portfolio Adviser (Frankfurt) (Investment Management): Driving growth across Wellington’s investment products and strategies with financial intermediaries in Germany and Austria with an accent on client coverage, consultative relationships, and wholesale distribution. Focus on developing strategic distribution partnerships, identifying new opportunities, and supporting regional client events, roadshows, and education.

Location: Frankfurt, Germany; hybrid schedule with 4 days in the office and 1 day working remotely each week

Salary: €85,000–€175,000 base salary per year, plus potential variable compensation and benefits.

Company

hirify.global is a private-partnership investment management firm offering research-driven investment solutions across global capital markets to institutional clients in more than 60 countries.

What you will do

  • Execute the wholesale sales strategy with financial intermediaries in Germany and Austria.
  • Provide dedicated client coverage and drive growth across funds and investment strategies.
  • Build, develop, and nurture relationships with strategic distribution partners and industry influencers.
  • Develop existing client relationships, promote focus funds and strategies, and identify new partnership opportunities.
  • Align local marketing and sales strategies with Marketing and PR colleagues to support brand awareness.
  • Travel within the region to support key accounts, client events, roadshows, and educational activities.

Requirements

  • 10+ years of relevant experience in sales, product specialist, or private banking roles.
  • Experience with wholesale or financial intermediary clients and prospects in Germany is advantageous.
  • Demonstrated success developing client relationships and influencing through a content-led, consultative approach.
  • In-depth knowledge of financial markets, products, competitors, market infrastructure, and industry trends.
  • Strong communication, teamwork, accountability, self-motivation, integrity, and client focus.
  • Undergraduate degree; IMC, CFA, or progress toward a relevant professional qualification is preferred.

Culture & Benefits

  • Collaborative culture supporting independent thought and constructive debate.
  • Flexible hybrid work environment with remote work available one day per week.
  • Retirement plan and health, dental, vision, pharmacy, and disability coverage.
  • Paid holidays, sick leave, vacation time, volunteer time, and other leave options.
  • Potential corporate bonus or incentives, plus tuition and CFA reimbursement.
  • Additional benefits include commuter support, employee assistance, adoption assistance, and backup childcare.

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