APAC Wealth Relationship Analyst (Hybrid)

UNKNOWN; Singapore; Hybrid; SGD 70,000 - 90,000; Full time

Job summary

Wellington Management in Singapore is seeking a Relationship Analyst to join the APAC Wealth team. You will support sales and client relationships across intermediary accounts, liaising with Business Development Managers, Portfolio Advisors and Relationship Managers to help meet client needs.

The role requires strong presentation and client-facing skills, with knowledge of equity, fixed income and multi-asset products; fluency in English and Mandarin preferred.

Qualifications

• 2–5 years of analytical experience in the investment industry
• Direct buy-side experience supporting intermediary/distribution client relationships preferred
• Demonstrate excellent communication skills, both oral and written
• Fluency in English required; Mandarin preferred

Responsibilities

• Support and strengthen sales and existing relationship efforts with intermediary clients
• Collaborate with Business Development Managers, Portfolio Advisors and Relationship Managers
• Respond to inquiries, conduct market research, and prepare for client meetings
• Cover fund distribution and sub-advisory relationships as needed

Skills

Presentation skills

Client-facing experience

Equity knowledge

Fixed income knowledge

Multi-asset knowledge

Analytical thinking

Bloomberg proficiency

MS Office (Word, PowerPoint, Excel)

English & Mandarin

Education

Bachelor’s degree in finance/economics

Pursuing CFA/CAIA or equivalent

Tools

Bloomberg

Microsoft Office

Job description

Wellington Management in Singapore is seeking a Relationship Analyst to join the APAC Wealth team. You will support sales and client relationships across intermediary accounts, liaising with Business Development Managers, Portfolio Advisors and Relationship Managers to help meet client needs.

The role requires strong presentation and client-facing skills, with knowledge of equity, fixed income and multi-asset products; fluency in English and Mandarin preferred.