Portfolio Advisor (Milan)
Wellington Management
Overview
In this role you will be the go-to investment content advocate for Financial Intermediary clients in Italy, translating Wellington’s expertise into clear, client-ready messaging. You will serve as a funds expert across equities, fixed income and multi-asset strategies, and articulate macro and thematic viewpoints to distributors. You will collaborate with global teams to support asset-raising and client retention in the Italian retail market. You will lead product roadshows and client trainings, helping distributors navigate Wellington’s investment offerings. This is a chance to shape client engagement and drive tangible flows in a globally connected firm.
Retribuzione / Benefits- Hybrid work: 4 days in office, 1 day remote
- Global exposure
- Diversity and equal opportunity
- Professional development
- Collaborative culture
- Opportunity to influence product messaging
- Present on a broad array of investment topics (Equities, Fixed Income, Multi-Asset) and macro/thematic themes
- Drive flows by representing investment strategies to Financial Advisors and Private Bankers
- Collaborate with Italian distributors to message and position Wellington strategies
- Coordinate with Portfolio Management and Product Management teams across regions for alignment
- Lead product roadshows, client conferences, and internal training; be the primary contact for follow-ups
- Undergraduate degree required
- 10+ years of relevant experience in Portfolio Advisor/Product Specialist/Retail Sales or Private Bank/Distributor environments
- Experience with Financial Intermediary clients and knowledge of local distributors preferred
- Experience representing multi-asset strategies; European language skills (Italian and English) required
- Strong interpersonal/communication skills and ability to build trust with distributors and clients
- Excellent presentation skills and gravitas; ability to work under pressure and meet tight deadlines
- Willingness to travel; team-oriented with collaborative mindset
- Interpersonal/communication skills
- Team orientation
- Ability to work under pressure
- Capital markets knowledge
- Investment philosophy and process understanding
- Cross-asset investment experience
Offerta di lavoro pubblicata 1 giorno fa
Offerte di lavoro simili
60.000 €
...About the RoleThe RolePortfolio Advisors play a critical role in the... ...the limited availability of Portfolio Managers, Portfolio Advisors... .... In addition, the Portfolio Advisor will need to present credibly... ...over the long term.SummaryLocation: Milan, ItalyType: Full timeConsigliatoTempo pienoRemotoOrario flessibile- ...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...Consigliato
- ...-qualified financial adviser capable of building a cross-border client base in Milan and beyond. /ppThe successful candidate will deliver private wealth services, including advice, portfolio management, tax planning, and wealth protection, while leveraging centralised support...ConsigliatoRemoto
- JPMorgan Chase in Milano offers a Summer Intern position in Global Private Bank, focusing on building client relationships and delivering wealth management solutions. You will receive training and mentorship from senior executives and work on projects that engage your ...ConsigliatoStage/TirocinioStage estivo
- ...in a fast-paced environment, then we have the role for you. Our advisors help clients achieve their financial goals by delivering the... ...helps build, preserve and manage their wealth over time. As an Advisor Summer Intern in the Global Private Bank, you will have what...ConsigliatoTempo pienoStage/TirocinioStage estivo
- ...DKV Mobility in Milan, Italy is seeking a Customer Service Representative to support credit and risk accounts. You will handle customer communications by phone and email, process requests, maintain CRM data, monitor payments, and manage SEPA changes and cash collection...Part-timeTempo pienoOrario flessibile
- ...in a fast-paced environment, then we have the role for you. Our advisors help clients achieve their financial goals by delivering the... ...helps build, preserve and manage their wealth over time. As an Advisor Analyst Trainee in Global Private Bank, you will work with a...Tempo pienoStage/Tirocinio
- pStone Island HQ in Milan is seeking a Digital Buying Specialist to join the e-commerce team. You will support the development and execution of digital buying, define assortment, manage the buying process and monitor performance. /ppYou will translate data into actionable...
- ...Angeles (Melrose Avenue) and Dubai. ROLE OVERVIEW As a Client Advisor, you are a true ambassador of Jacquemus, embodying the Maison's solar, joyful and authentic spirit. In our corner in Milan, you create memorable and emotional shopping experiences, building genuine...Part-timeImpiego permanenteStage/TirocinioLavoro stagionaleDisponibilità immediata
- ppJoin to apply for the bCREDIT AND PORTFOLIO SPECIALIST /b role at bA2A /b /ppJoin to apply for the bCREDIT AND PORTFOLIO SPECIALIST /b role at bA2A /b /ppGet AI-powered advice on this job and more exclusive features. /ph3Overview /h3pPer la sede di Milano (Piazzale Lodi...Orario flessibile
- pAlvarez Marsal Deutschland GmbH in Milan, Italy, seeks an Indirect Tax professional to deliver VAT advisory work and grow the Italy... ..., advise on transactions and restructurings, and manage client portfolios with a focus on practical, business-oriented tax solutions. /ppThe...
- Un'azienda nel settore abbigliamento fashion cerca un Logistics Specialist part-time a Milano. La figura gestirà relazioni con clienti internazionali, monitorando spedizioni e coordinando attività logistiche tramite un approccio innovativo. Si richiede esperienza pregressa...Part-time
- ...with schools to generate enrollment volume. Build counselor and school portfolios through regular outreach and sourcing of potential new relationships. Collaborate with other Enrollment Advisors on student pipelines and strategies to improve conversion from key...Orario flessibile
30.000 € - 40.000 €
...Retribuzione / Benefits base salary 30,000 - 40,000 gross per year (RAL) career advancement opportunities international environment in Milan trainings and kick-offs EF Hello Premium App for language skills staff discounts on EF programs Responsabilità Own...- ...EF Academy in Milan is seeking an experienced Enrollment Advisor to own the student journey from initial inquiry to arrival on campus, coordinating recruitment, enrollment and post-enrollment activities. You will recruit Italian students, advise families on EF Academy...
30.000 € - 35.000 €
pExperis seleziona un Help Desk per un inserimento presso un cliente nel settore Fashion Luxury a Milano. Il ruolo prevede assistenza utenti in loco o da remoto, gestione incidenti software/hardware e configurazione workstation. /ppSi richiede diploma/laurea tecnica e almeno...Impiego permanenteRemoto30.000 € - 35.216 €
...Milan, Italy Full time R1570936 IQVIA , azienda leader a livello mondiale nei... ...biotecnologica e sanitaria, seleziona 10 Advisor Canale Farmacia per un importante progetto... ...attivo al paziente, e alla valorizzazione del portfolio prodotti del Cliente. Regione di...Part-timeTempo pienoTempo determinatoDisponibilità immediataAuto aziendale- pJPMorgan Chase in Milan seeks an Advisor Analyst Trainee for Global Private Bank to join a team of bankers, wealth advisors and lending specialists. The program includes a five-week immersive global training with mentorship and ongoing development opportunities, leading...Tempo pienoStage/Tirocinio
- ...right. We're recruiting Debt-Collection Experts to join our advisor network in a consultant/advisor capacity : no full-time commitment... ...-side process: placement strategy, make-vs-buy decisions, and portfolio oversight. DCA / servicer / BPO collections & contact-centre...Paga orariaTempo pienoRemotoOrario flessibile
- ...Coordinate between schools and the enrollment department to address queries Identify enrollment opportunities with schools and build portfolios Collaborate with peers on student pipelines and conversion strategies Maintain accurate Salesforce records for student and...
30.000 € - 40.000 €
...The Role We are looking for an experienced and results-driven Enrollment Adviso r to join our EF Academy team in Milan and take end-to-end ownership of the student journey, from initial recruitment and consultation through enrollment and all post-enrollment activities...30.000 € - 40.000 €
ph3The Role /h3 pWe are looking for an experienced and results-driven bEnrollment Adviso /br to join our bEF Academy /b team in Milan and take end-to-end ownership of the student journey, from initial recruitment and consultation through enrollment and all post-enrollment...- pUmana ricerca un Customer Service Specialist a Milano per gestire il rapporto con i clienti nella fase post vendita e garantire un servizio di alta qualità. La risorsa costruirà relazioni durature e assicurerà la soddisfazione del cliente. /ppSi richiede Inglese fluente...Tempo pieno
- Agfa-Gevaert in Milano (Sesto San Giovanni) is seeking a Pre-Sales Consultant to support the Sales Area Manager in preparing proposals for public and private customers. You will define technical and project aspects of proposals and coordinate with the Global Team for technical...Lavoro ibrido
- ...UMANA SPA cerca un Client Advisor per il punto vendita presso City Life, Milano, part-time 24 ore settimanali. Inserimento dal 11/11/2026 al 15/01/2027, livello 4°/5° CCNL Commercio. La risorsa accoglierà e assisterà la clientela durante l'intero processo di vendita...Part-time24 h/sett.
- ...Moncler Group in Milano is seeking a 32h Part-Time Client Advisor for our boutique at Milano Galleria Vittorio Emanuele II. The role focuses on delivering an exceptional client experience and building lasting relationships with a discerning, international client base....Part-time
- pdentsu Milan is seeking a Digital Consultant to drive performance marketing campaigns across search, social and display. You will manage planning, execution, optimisation and reporting while serving as a central digital contact for clients. /ppYou’ll work in a hybrid role...Lavoro ibrido
- ...strategic lever to accelerate innovation, expand our product portfolio, and strengthen our leadership across markets.The M&A Expert plays... ...conditions.Act as the main point of contact for external advisors (investment banks, consultants, law firms) and internal stakeholders...Tempo pienoLavoro ibridoTurno di pomeridianoOrario flessibile
- ...analytical sharpness and genuine instinct to every assignment. The role emphasizes leading across executive search and leadership advisory, developing client portfolios, and expanding into new opportunities while collaborating with colleagues across Europe. #J-18808-Ljbffr
- A leading fashion and luxury brand based in Milan is seeking an E-commerce Visual Stylist to shape the look of their online platform. You will create visually compelling product imagery while collaborating closely with models and photographers. The ideal candidate has at...Tempo pieno
Ricerche correlate