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4 часа назад

Portfolio Advisor (Milan)

60 000 - 130 000
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
Italy
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Текст:
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TL;DR
Portfolio Advisor (Milan) (Investment Management): Delivering investment content and representing Wellington’s strategies to financial advisors, private bankers, and distributors in the Italian retail market with an accent on multi-asset investment knowledge, client communication, and asset raising. Focus on presenting equities, fixed income, and macroeconomic themes, driving strategy flows, coordinating with global portfolio and product teams, and leading client roadshows and training sessions.

Location: Milan, Italy; hybrid schedule with office work 4 days a week and remote work 1 day a week

Salary: EUR 60,000–130,000 base salary per year, plus potential variable compensation and benefits.

Company

hirify.global is a private-partnership investment manager offering research-driven investment solutions across global capital markets to institutional and intermediary clients in more than 60 countries.

What you will do

  • Present investment topics and Wellington strategies across equities, fixed income, multi-assets, macroeconomics, and thematic investing.
  • Represent the firm and selected investment strategies to financial advisors, private bankers, distributors, and other financial intermediary clients.
  • Drive flows into recommended strategies and support asset raising and business retention in the Italian retail market.
  • Work with Italian distributors and clients on the messaging and positioning of investment products.
  • Coordinate with Portfolio Management and Product Management teams across the US, Asia, and other regions.
  • Lead client roadshows, conferences, training sessions, and follow-up communication with the distribution network.

Requirements

  • Undergraduate degree required; an MBA, CFA, or other relevant professional qualification is advantageous.
  • 10+ years of relevant experience in Portfolio Advisor, Product Specialist, retail sales, buy-side, private banking, or distribution roles.
  • Fluency in Italian and English required.
  • Experience working with financial intermediary clients and knowledge of local distributors preferred.
  • Strong knowledge of capital market theory, investment products, investment processes, and strategies across multiple asset classes.
  • Excellent relationship-building, presentation, communication, teamwork, prioritization, and client advisory skills; willingness to travel required.

Culture & Benefits

  • Collaborative culture that encourages independent thought, healthy debate, and long-term client alignment.
  • Flexible hybrid work environment with four office days and one remote day per week.
  • Retirement plan, health and wellbeing, dental, vision, pharmacy, life and disability insurance, and employee assistance benefits.
  • Paid holidays, sick and vacation time, volunteer leave, adoption assistance, backup childcare, commuter support, and tuition or CFA reimbursement.
  • Potential discretionary corporate bonus and incentives, depending on eligibility.

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