Portfolio Advisor (Milan)
Core
Represent Wellington Management's investment strategies and expertise to Financial Intermediary clients (Financial Advisors and Private Bankers) in Italy to drive asset raising and business retention.
Role type
Senior IC Portfolio Advisor (Financial Intermediary)
Builds
Distribution of Wellington managed investment strategies across Equities, Fixed Income, and Multi Assets
Domain
Global Capital Markets / Italian Retail Market
Deliverable
client delivery
Required skills
Broad investment knowledge across multiple asset classes, ability to present on macro-economic and thematic topics, experience working with Financial Intermediary clients, fluency in Italian and English, strong interpersonal and communication skills, ability to build trust-based relationships with distributors
Preferred skills
Post-graduate degree (MBA) or professional qualification (CFA), experience in similar roles at Buy-side organisations or Private Banks, experience representing strategies across multiple asset classes, European language skills beyond Italian/English
Technologies
None stated
Responsibilities
Present on a broad array of investment topics including Equities, Fixed Income, and Multi Assets; Drive flows into recommended strategies by acting as a key investment representative for Financial Advisors and Private Bankers; Work with distributors and clients in Italy on messaging and positioning of investment strategies; Collaborate with Portfolio Management and Product Management teams across the firm; Lead product roadshows, client-directed conferences, and in-house training sessions
Seniority
Senior, hands-on IC