Portfolio Adviser (Madrid)

About the Role

Portfolio Advisors play a critical role in delivering investment content to our Financial Intermediary clients, including Financial Advisors and Private Bankers. The successful candidate will bring broad investment knowledge and represent Wellington Management and selected investment strategies in a client‑friendly manner, contributing to asset raising and business retention in the Spanish retail market.

Responsibilities

• Present on a broad array of investment topics, including equities, fixed income, multi‑assets, macro‑economic topics, and thematic investment themes.
• Drive flows into recommended strategies by representing Wellington’s investment strategies to Financial Advisors and Private Bankers.
• Work with distributors and clients in Spain on messaging and positioning of Wellington‑managed investment strategies.
• Collaborate closely with Portfolio Management and Product Management teams across the firm (inc...