Hybrid Wealth Management Relationship Analyst

Wellington Management; Greater London; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

Wellington Management in London is seeking a Relationship Analyst to join the Client Platform team. The RA will coordinate client and consultant requests, prepare materials, and support business development across the UK and European markets.

You will maintain client data, analyze opportunities, and work with internal stakeholders to meet deadlines. The role requires independence, attention to detail, and a solid understanding of investments.

Qualifications

• 3+ years in client service or sales support within investment management.
• Proficiency in MS Word, PowerPoint and Excel; strong Excel skills.
• Interest in a career in investment management and capital markets.
• Excellent verbal and written English; additional languages advantageous.

Responsibilities

• Coordinate standard and customized client and prospect materials and meeting notes.
• Participate in client, consultant and prospect meetings and calls.
• Analyze data, respond to inquiries on portfolio, guidelines, and fees.
• Maintain client data in internal systems and coordinate RFIs/RFPs.
• Support Relationship Managers in organizing client roadshows and reviews.

Skills

MS Office

Client service

Investment knowledge

Tools

MS Excel

CRM systems

Job description

Wellington Management in London is seeking a Relationship Analyst to join the Client Platform team. The RA will coordinate client and consultant requests, prepare materials, and support business development across the UK and European markets.

You will maintain client data, analyze opportunities, and work with internal stakeholders to meet deadlines. The role requires independence, attention to detail, and a solid understanding of investments.