Portfolio Advisor
Pubblicato il 24-09-2026 - Wellington Management in Italia
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
Portfolio Advisors play a critical role in the delivery of investment content to our Financial Intermediary clients, in particular Financial Advisors and Private Bankers. Recognising the limited availability of Portfolio Managers, Portfolio Advisors are responsible for effectively representing both Wellington Management as an organisation, and select investment strategies, in a knowledgeable, succinct, and client‑friendly manner.
The successful candidate will need to have broad investment knowledge and be capable of bringing the breadth of Wellington’s investment expertise and views to distributors. In doing so, he/she will contribute significantly to our asset raising and business retention capabilities in the Italian retail market. Portfolio Advisors serve as Wellington Management funds experts and are responsible for the day‑to‑day management of distribution networks.
Responsibilities
- Presenting on a broad array of investment topics, including Equities, Fixed Income and Multi Assets.
- Present credibly on broad macro‑economic topics, and thematic investment themes.
- Drive flows into recommended strategies by being a key investment representative for a varied list of constituents at our clients, in particular Financial Advisors and Private Bankers.
- Work with distributors and clients in Italy on the messaging and positioning of Wellington managed investment strategies.
- Work closely with Portfolio Managemen