Relationship Analyst, ASEAN Wealth (6-month Contract)

Wellington Management Company; Singapore; Hybrid; SGD 45,000 - 67,000; Part time

Benefits offered by this job

Hybrid schedule: 4 days in-office, 1 s

Equal opportunity employer

Job summary

Wellington Management in Singapore is seeking a Relationship Analyst for a six-month contract to support our Wealth client relationships. The role collaborates with the Southeast Asia team on business development, relationship management, and client servicing.

You will assist with the full sales lifecycle, coordinate meetings and materials, and respond to inquiries across product and market content, while building strong internal stakeholder relationships.

Qualifications

• 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.
• Bachelor's degree; CFA progress is a plus.

Responsibilities

• Prospecting support across the sales lifecycle, including qualification of opportunities and RFP coordination.
• Coordinate client/prospect meetings; prepare materials, briefing notes, and follow-ups.
• Respond to client/prospects inquiries on product, portfolio, market content, and servicing under time pressure.
• Build internal network relationships and manage internal stakeholders for effective collaboration.
• Translate client expectations into actions across portfolio services, legal/compliance, and product management.

Skills

Analytical

Client relationships

Communication

Team collaboration

Education

Bachelor's degree (CFA progress preferred)

Job description

About Us

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 60 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.

About the Role

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.

• 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
• Demonstrate excellent communication skills, both oral and written

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 ensures that all qualified applicants will receive equal 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. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.