Portfolio Advisor
Pubblicato il 08-10-2026 - Wellington Management in Monza
Overview
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 / Benefits
- Hybrid work: 4 days in office, 1 day remote
- Global exposure
- Diversity and equal opportunity
- Professional development
- Collaborative culture
- Opportunity to influence product messaging
Responsabilità
- 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
Requisiti fondamentali
- Undergraduate degree required
- 10+ years of relevant experience in Portfolio Advisor/Product Specialist/Retail Sales or Private Bank/Distributor environments
- Experience with Financial Intermediary clients and knowledge of local distributors preferred
- Experience representing multi-asset strategies; European language skills (Italian and English) required
- Strong interpersonal/communication skills and ability to build trust with distributors and clients
- Excellent presentation skills and gravitas; ability to work under pressure and meet tight deadlines
- Will