Portfolio Advisor

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/8fmlw7

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 * Willing

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/8fmlw7