Hybrid Relationship Analyst - Wealth Management

15501 WMIL Wellington Management International Ltd; Greater London; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Hybrid work model

Remote work 1 day per week

Job summary

Wellington Management is recruiting a Relationship Analyst to join our London-based Client Platform within Global Wealth Management. You will support business development and relationship management across UK & European sub-advisory markets, coordinating information requests and client communications with a proactive, data-driven approach.

You'll maintain client data in CRM systems, assist with RFIs/RFPs, and prepare materials for meetings.

Qualifications

• 3+ years of client service or sales-support experience in investment management.
• Experience with wholesale clients is a plus.
• Proficient in MS Office and CRM systems.
• Strong English written and verbal communication.
• Understanding capital markets and investment products.

Responsibilities

• Coordinate standard and tailored client/prospect materials and meeting notes.
• Attend client/consultant/prospect meetings and conference calls.
• Analyse inquiries on portfolio, fees, market trends and regulations.
• Maintain client data in internal systems and respond to RFIs/RFPs.
• Support Relationship and Business Development Managers in client roadshows and reviews.
• Develop understanding of Wellington Management’s investment approaches.

Skills

MS Office proficiency

Client service experience

English communication

Collaboration

Investment knowledge

Tools

CRM systems

MS Office (Word, PowerPoint, Excel)

Job description

Wellington Management is recruiting a Relationship Analyst to join our London-based Client Platform within Global Wealth Management. You will support business development and relationship management across UK & European sub-advisory markets, coordinating information requests and client communications with a proactive, data-driven approach.

You'll maintain client data in CRM systems, assist with RFIs/RFPs, and prepare materials for meetings.