APAC Relationship Analyst for Wealth & Intermediaries

CFA Institute; Singapore; Hybrid; SGD 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid work schedule

Global exposure

Equal opportunity employer

Job summary

Wellington Management in Singapore seeks a Relationship Analyst to support and strengthen sales and intermediary client relationships across Singapore and Southeast Asia. The role involves collaboration with internal teams and direct client interaction.

The Analyst will conduct market research, respond to inquiries, and prepare materials for client meetings, with occasional travel to client sites. Strong English communication and investment knowledge are essential.

Qualifications

• 2-5 years of analytical experience in the investment industry.
• Strong communication skills, client-facing experience preferred.
• Fluency in English required; Chinese (Mandarin) preferred.

Responsibilities

• Support and strengthen sales and intermediary relationships for Singapore and SEA.
• Assist with market research and respond to ad hoc inquiries.
• Prepare for client meetings and coordinate with BD, PM and RM teams.
• Possibly travel to meet clients and attend events.

Skills

Analytical skills

Communication skills

Fluent English

Team collaboration

Education

Bachelor's degree

CFA/CAIA candidate or equivalent

Tools

Bloomberg

Microsoft Office

Job description

Wellington Management in Singapore seeks a Relationship Analyst to support and strengthen sales and intermediary client relationships across Singapore and Southeast Asia. The role involves collaboration with internal teams and direct client interaction.

The Analyst will conduct market research, respond to inquiries, and prepare materials for client meetings, with occasional travel to client sites. Strong English communication and investment knowledge are essential.