Italian-Speaking Portfolio Advisor & Client Presenter

Wellington Management Company; Milano; Ibrido; EUR 60.000 - 130.000; Tempo pieno

Vantaggi offerti da questo lavoro

retirement plan

health and wellbeing

dental

vision

pharmacy coverage

health savings account

flexible spending accounts

commuter program

employee assistance program

life insurance

disability insurance

adoption assistance

back-up childcare

tuition/CFA reimbursement

paid time off

Descrizione del lavoro

Wellington Management in Milan seeks a Portfolio Advisor to deliver investment content to Financial Intermediaries, including Financial Advisors and Private Bankers, and to represent Wellington’s investment capabilities to distributors in the Italian retail market.

You will collaborate with Portfolio Management and Product teams globally, lead client-facing events, and help drive flows through effective messaging and relationship-building with distributors and clients.

Competenze

• 10+ years of relevant professional experience in Portfolio Advisor/Product Specialist/Retail Sales roles at buy-side or private banks.

Mansioni

• Present a broad array of investment topics including equities, fixed income and multi-asset strategies.
• Explain macroeconomic topics and investment themes to distributors and clients.
• Drive flows by representing Wellington's investment strategies to financial intermediaries.
• Collaborate with distributors and clients in Italy on messaging and positioning.
• Coordinate with Portfolio Management and Product Management teams across the firm to ensure alignment.
• Lead product roadshows, client conferences, and training sessions; respond to distributor inquiries.

Conoscenze

Investment knowledge

Client relationships

Presentation skills

Italian language

English language

Formazione

MBA or CFA preferred

Undergraduate degree

Descrizione del lavoro

Wellington Management in Milan seeks a Portfolio Advisor to deliver investment content to Financial Intermediaries, including Financial Advisors and Private Bankers, and to represent Wellington’s investment capabilities to distributors in the Italian retail market.

You will collaborate with Portfolio Management and Product teams globally, lead client-facing events, and help drive flows through effective messaging and relationship-building with distributors and clients.