Portfolio Advisor (Milan)

About the Role

Portfolio Advisors play a critical role in the delivery of investment content to our Financial Intermediary clients, in particular Financial Advisors and Private Bankers. Recognising the limited availability of Portfolio Managers, Portfolio Advisors are responsible for effectively representing both Wellington Management as an organisation, and select investment strategies, in a knowledgeable, succinct, and client-friendly manner. The successful candidate will need to have broad investment knowledge and be capable of bringing the breadth of Wellington’s investment expertise and views to distributors. In doing so, he/she will contribute significantly to our asset raising and business retention capabilities in the Italian retail market. Portfolio Advisors serve as Wellington Management funds experts and are responsible for the day-to-day management of distribution networks.

Responsibilities

• Present on a broad array of investment topics, including Equities, Fixed Income and Multi Assets.
• Present credibly on broad macro‑economic topics, and thematic investment themes.
• Drive flows into recommended strategies by being a key investment representative for a varied list of constituents at our clients, in particular Financial Advisors and Private Bankers.
• Work with distributors and clients in Italy on the messaging and positioning of Wellington managed investment strategies.
• Work closely with Portfolio Management and Product Management teams across the firm (including in the US and Asia) to ensure an appropriate level of collaboration and coordination.
• Proactively lead product roadshows for clients, client‑directed conferences, and in‑house training sessions and be the key contact for follow‑ups or queries from the distribution network.

Requirements

• Undergraduate degree required.
• Post‑graduate degree (e.g., MBA) or relevant professional qualification (e.g., CFA) viewed favorably.
• 10+ years of relevant professional experience, ideally in similar Portfolio Advisor/Product Specialist/Retail Sales roles at other Buy‑side organisations or within a Private Bank/Distributor.
• Experience working with Financial Intermediary clients (knowledge of local distributors) strongly preferred.
• Experience representing investment strategies across multiple asset classes highly advantageous.
• Fluency in Italian and English required.
• Strong interpersonal and communication skills; ability to establish trust‑based relationships with distributors and clients, and internal stakeholders.
• Excellent presentation skills and gravitas.
• High level of investment knowledge – capital market theory and practice; ability to learn about individual investment products.
• Ability to anticipate client needs, issues, and concerns on investment topics.
• Team‑orientation, willingness to pitch in, work effectively under pressure, and meet tight timeframes.
• Flexibility and willingness to travel.

Equal Opportunity

We are dedicated to building and maintaining a diversified workforce and consider a broad array of candidates with a variety of skills, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at