Senior Portfolio Advisor & Italian Market Specialist

Wellington Management; Milano; Hybrid; EUR 60.000 - 130.000; Vollzeit

Benefits dieser Stelle

Discretionary corporate bonus

Flexible hybrid work (4 days in office

Wellbeing & retirement benefits

Zusammenfassung

Wellington Management in Milan is seeking a Portfolio Advisor to support financial intermediaries in the Italian retail market. You will present investment topics across equities, fixed income, and multi-asset strategies, and represent Wellington's views to distributors and clients with clarity and professionalism.

The role requires a strong academic background (undergraduate degree; MBA or CFA preferred), 10+ years in buy-side or private banking, fluency in Italian and English, and willingness

Qualifikationen

• Strong academic background required; MBA or CFA viewed favorably.
• Experience with Financial Intermediary clients and distributors strongly preferred.
• Ability to present investment topics across multiple asset classes.

Aufgaben

• Present on equities, fixed income and multi-asset topics to Financial Intermediaries.
• Drive flows by representing Wellington's investment strategies to distributors.
• Collaborate with Portfolio Management and Product teams across regions.
• Lead client-facing sessions, roadshows and training for the distribution network.
• Travel as needed to engage distributors and clients in Italy.

Kenntnisse

Presentation skills

Interpersonal skills

Communication with distributors

Teamwork

Willingness to travel

Bilingual Italian/English

Ausbildung

Undergraduate degree

MBA or CFA considered favorably

Jobbeschreibung

Wellington Management in Milan is seeking a Portfolio Advisor to support financial intermediaries in the Italian retail market. You will present investment topics across equities, fixed income, and multi-asset strategies, and represent Wellington's views to distributors and clients with clarity and professionalism.

The role requires a strong academic background (undergraduate degree; MBA or CFA preferred), 10+ years in buy-side or private banking, fluency in Italian and English, and willingness