27 set - Provincia di Varese
Wellington Management
OverviewEsperienza, qualifiche e soft skill: possiede tutti i requisiti per avere successo in questa possibilità? Lo scopra qui sotto.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.Retribuzione / BenefitsHybrid work: 4 days in office, 1 day remoteGlobal exposureDiversity and equal opportunityProfessional developmentCollaborative cultureOpportunity to influence product messagingResponsabilitàPresent on a broad array of investment topics (Equities, Fixed Income, Multi-Asset)
and macro/thematic themesDrive flows by representing investment strategies to Financial Advisors and Private BankersCollaborate with Italian distributors to message and position Wellington strategiesCoordinate with Portfolio Management and Product Management teams across regions for alignmentLead product roadshows, client conferences, and internal training; be the primary contact for follow-upsRequisiti fondamentaliUndergraduate degree required10+ years of relevant experience in Portfolio Advisor/Product Specialist/Retail Sales or Private Bank/Distributor environmentsExperience with Financial Intermediary clients and knowledge of local distributors preferredExperience representing xysqume multi-asset strategies; European language skills (Italian and English) requiredStrong interpersonal/communication skills and ability to build trust with distributors and clientsExcellent presentation skills and gravitas; ability to work under pressure and meet tight deadlinesWillingness to travel; team-oriented with collaborative mindsetInterpersonal/communication skillsTeam orientationAbility to work under pressureCapital markets knowledgeInvestment philosophy and process understandingCross-asset investment experience
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