ANZ Institutional Client Solutions Associate

Wellington Management; Sydney; Hybrid; AUD 70,000 - 100,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Wellington Management seeks a Business Associate to support the ANZ Institutional team in Sydney. You will assist with client development activities and coordinate with BDs, RMs and RAs to maintain service quality for institutional clients.

You will gain exposure to client priorities, Wellington's products, and market developments while supporting meeting logistics and project coordination within a fast-paced, collaborative environment.

Qualifications

• Recent graduate or up to one year of relevant professional experience in investment management, financial services, or related field.
• Ability to prioritize work and manage time effectively.
• Demonstrate excellent communications skills, both verbal and written.
• Interest in applying AI and digital tools to enhance productivity and client outcomes.
• Bachelor's degree in a relevant discipline; CFA preferable.

Responsibilities

• Support preparation and coordination of client and business development activities (materials, presentations, RFPs, RFIs).
• Coordinate with Business Developers, Relationship Managers and Relationship Analysts for client servicing.
• Assist with routine information requests and timely delivery of information.
• Capture and maintain client data in CRM systems and Salesforce.
• Build relationships across the firm to support client, operational and business activities.
• Develop understanding of client priorities and Wellington's products and market developments.
• Support ANZ Institutional team's operations, meeting logistics and workflow management.

Skills

Analytical mindset

Communication skills

Team player

Attention to detail

Education

Bachelor's degree

CFA (preferred)

Tools

Bloomberg

Microsoft Office

PowerPoint

Job description

Wellington Management seeks a Business Associate to support the ANZ Institutional team in Sydney. You will assist with client development activities and coordinate with BDs, RMs and RAs to maintain service quality for institutional clients.

You will gain exposure to client priorities, Wellington's products, and market developments while supporting meeting logistics and project coordination within a fast-paced, collaborative environment.