Hybrid Relationship Analyst – Investment Solutions

Wellington Management Company; Singapore; Hybrid; SGD 65,000 - 95,000; Full time

Benefits offered by this job

Hybrid work model

Remote one day per week

Job summary

Wellington Management in Singapore is seeking a Relationship Analyst to support and strengthen sales and intermediary client relationships across Southeast Asia. You will collaborate with Business Development Managers, Portfolio Advisors and Relationship Managers on a portfolio of wealth and intermediary accounts, handling inquiries and preparing for client meetings.

You will conduct market research, perform independent analysis under time pressure, and help coordinate cross-functional teams

Qualifications

• 2–5 years of analytical experience within the investment industry.
• Direct buy-side experience supporting intermediary/distribution client relationships is preferred.
• Bachelor's degree; progress toward CFA/CAIA preferred.

Responsibilities

• Support and strengthen sales and intermediary client relationships in Singapore and Southeast Asia.
• Collaborate with Business Development Managers, Portfolio Advisors and Relationship Managers on a portfolio of wealth and intermediary accounts.
• Respond to ad hoc inquiries, conduct market research, and prepare for client meetings.
• Communicate client expectations to internal teams including legal, compliance, portfolio management and product management.
• Occasional travel may be required.

Skills

Analytical experience

Buy-side experience

Fluent English

Mandarin preferred

Bloomberg Terminal

MS Office

Communication skills

Education

Bachelor's degree

CFA/CAIA in progress

Tools

Bloomberg Terminal

Excel

PowerPoint

Word

Job description

Wellington Management in Singapore is seeking a Relationship Analyst to support and strengthen sales and intermediary client relationships across Southeast Asia. You will collaborate with Business Development Managers, Portfolio Advisors and Relationship Managers on a portfolio of wealth and intermediary accounts, handling inquiries and preparing for client meetings.

You will conduct market research, perform independent analysis under time pressure, and help coordinate cross-functional teams