Relationship Analyst, ASEAN Wealth (6-month Contract)

Wellington Management Co; Singapore; Hybrid; SGD 56,000 - 100,000; Part time

Job summary

Wellington Management in Singapore is seeking a Relationship Analyst for a six-month contract to support wealth client relationships within the Southeast Asia team. The role involves assisting with business development, relationship management, and client servicing across a portfolio of wealth accounts.

The ideal candidate will have 1–2 years in analytical roles in investment, direct buy-side experience in Southeast Asia preferred, and a Bachelor's degree with CFA progress considered an asset.

Qualifications

• 1-2 years of relevant analytical experience in the investment industry.
• Direct buy-side experience supporting Wealth client relationships in Southeast Asia preferred.
• Fresh graduates with relevant internship experience will also be considered.
• Bachelor's degree with preference for post-graduate work or CFA in progress.

Responsibilities

• Prospecting support – qualify opportunities, coordinate RFPs, pitch materials, and follow ups.
• Coordinate client/prospect meetings – materials, briefing notes, and meeting notes.
• Respond to client/prospect inquiries on product, portfolio, market content, and servicing.
• Build internal network relationships and collaborate with portfolio services, legal/compliance, and product management.
• Communicate client expectations to internal teams like portfolio management and trading.

Skills

Analytical skills

Interpersonal skills

Client relationship support

Team collaboration

Education

Bachelor's degree

CFA pursuit

Job description

WELLINGTON MANAGEMENT Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 50 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

The Client Group in Singapore has an opening for a Relationship Analyst(“RA”) for a six-month contract. The successful candidate will be an integral member of our Southeast Asia team and will be primarily responsible for supporting our relationships with Wealth clients.

Role

The RA will work closely with the business team on a portfolio of Wealth relationships. The RA will assist and partner in the core aspects of business development, relationship management, and client servicing, including:

• Prospecting support – qualifying and coordinating aspects of the sales lifecycle, including qualification of opportunities, RFP coordination, pitch material coordination, follow ups.
• Client/prospect meeting life cycle – coordination and preparation for meetings – materials, briefing notes, meeting notes, follow ups.
• Respond to client/prospects inquiries on a wide range of topics (product, portfolio, market/investment content related, servicing, etc.), often under significant time pressure.
• Build their internal network relationships and manage internal stakeholders for effective collaboration.
• Incorporating product knowledge with firm awareness, the Analyst will be required to effectively communicate client expectations with a variety of internal constituents including portfolio services, guideline monitoring, legal and compliance, portfolio management, product management, investment operations, trading, and other functions.

Qualifications

The successful candidate will have a passion for learning about the global capital markets. In-depth knowledge of equity, fixed income, alternatives and/or multi-asset investment products is strongly preferred. Interest in the business of investment management, a desire to work in a team-based and collaborative environment, and an analytical/problem-solving orientation are required. Inclination and adaptiveness towards the use of technology and systems is appreciated. The successful candidate should be organized and have strong attention to details; strong interpersonal skills; is a self-starter and able to work independently; mature and strong professionalism.

Other required qualifications include:

• 1-2 years of relevant experience in analytical roles within the investment industry
• Direct buy-side experience supporting Wealth client relationships in Southeast Asia preferred
• Fresh graduates with relevant internship experience with an investment management firm will also be considered
• Strong academic credentials including a Bachelor's degree with preference given to candidates who have undertaken post-graduate work or are progressing towards a CFA

JOB TITLE

Relationship Analyst, ASEAN Wealth (6-month Contract)

LOCATION

Singapore

We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management considers all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law.

If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail].

We believe that in person interactions inspire and energize our community and are essential to our culture.

In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week.

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies.

As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients.

We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions.

As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

We believe that in person interactions inspire and energize our community and are essential to our culture.

In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week.

We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

For more information, please visit https://www.wellington.com/en/