About the Role
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
Key responsibilities will include:
Presenting on a broad array of investment topics, including Equities, Fixed Income and Multi Assets. In addition,



the Portfolio Advisor will need to 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.
Working with distributors and clients in Italy on the messaging and positioning of Wellington managed investment strategies.
Working 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 leading 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
The successful candidate is likely to have a strong academic background – an undergraduate degree is required. A

📌 Portfolio Advisor (Milano)
🏢 Wellington Management
📍 Milano