Portfolio Adviser (Madrid)

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 Spanish retail market. Portfolio Advisors serve as Wellington Management funds experts and are responsible for the day-to-day management of distribution networks.

Responsibilities

Key responsibilitie...