Portfolio Adviser (Frankfurt)

Wellington Management · Frankfurt, Hessen, Germany

Location
Frankfurt
Job Type
Full time
Posted
July 08, 2026

Job Description

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 (Germany & 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...

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