Portfolio Advisor

3 giorni fa
varese, lombardy, Italia Wellington Management Tempo pieno
In this role you will be the go-to investment content advocate for Financial Intermediary clients in Italy, translating Wellington’s expertise into clear, client-ready messaging. You will serve as a funds expert across equities, fixed income and multi-asset strategies, and articulate macro and thematic viewpoints to distributors. You will collaborate with global teams to support asset-raising and client retention in the Italian retail market. You will lead product roadshows and client trainings, helping distributors navigate Wellington’s investment offerings. This is a chance to shape client engagement and drive tangible flows in a globally connected firm.
Hybrid work: 4 days in office, 1 day remote
Global exposure
Diversity and equal opportunity
Collaborative culture
Opportunity to influence product messaging
Present on a broad array of investment topics (Equities, Fixed Income, Multi-Asset) and macro/thematic themes
Drive flows by representing investment strategies to Financial Advisors and Private Bankers
Collaborate with Italian distributors to message and position Wellington strategies
Coordinate with Portfolio Management and Product Management teams across regions for alignment
Lead product roadshows, client conferences, and internal training; be the primary contact for follow-ups
10+ years of relevant experience in Portfolio Advisor/Product Specialist/Retail Sales or Private

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