Relationship Manager (6-Month Contract)

Wellington Management Company; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

Wellington Management Company is looking for an experienced Relationship Manager to support its distribution business in Asia, specifically in Singapore. This 6-month contract role involves managing relationships with clients, understanding their investment needs, and collaborating with teams to ensure a high level of service.

Ideal candidates will demonstrate extensive experience in investment management and strong communication skills, with Mandarin proficiency preferred. The role offers an opportunity to work in a dynamic environment emphasizing client engagement and relationship building.

Qualifications

• Proven track record of successfully managing client relationships.
• Ability and willingness to travel.
• Capacity to operate calmly under pressure.

Responsibilities

• Lead engagements with clients to assess their investment needs.
• Cultivate cross-sell opportunities effectively.
• Partner with Business Development Managers to analyze portfolios.
• Serve as a central contact for client servicing.
• Understand client’s objectives influencing their investments.
• Mentor junior team members in client management.

Skills

Extensive professional experience in investment management

Excellent communication and presentation skills

Expertise in managing large territories

Innovative and growth mindset

Proficiency in Salesforce, Excel, and Outlook

Mandarin language skills (preferred)

Education

Relevant professional qualification or progress toward one

Job description

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.

Position Overview

We are seeking an experienced Relationship Manager to support the relationship management needs of the distribution business in Asia for our Global Wealth Management team, based either in Hong Kong or Singapore. This role is designed to provide interim coverage within the team, with an expected start from mid-August for a period of 6 months.

Responsibilities

• Independently and proactively lead engagements with clients to understand their investment and servicing needs, including discussing their portfolios with Wellington, providing high level service expertise, and hosting client meetings.
• Cultivate and execute on cross-sell opportunities.
• Partner with Business Development Managers on shared accounts, analyze performance data, investment characteristics and risk profiles of client portfolios, and attend portfolio reviews and defense meetings.
• Serve as a central point of contact internally and externally to ensure client servicing needs are met.
• Prepare for, lead, and provide follow-up on client meetings and inquiries.
• Build and demonstrate a deep understanding of the industry, market, and channel in which clients operate.
• Understand how each client’s overall objectives influence their investment and servicing requirements.
• Demonstrate in-depth knowledge of, and appreciation for, the client marketplace, including regulatory, accounting, tax, and asset allocation considerations.
• Manage client expectations, balancing the interests of both clients and the firm.
• Develop team members by identifying and carving out opportunities for less experienced colleagues to work independently.
• Work closely with subject matter experts firmwide to onboard new client accounts.
• Partner with other functional areas to address client issues, concerns, and opportunities.
• Liaise with clients and internal parties to ensure compliance with applicable regulations.
• Identify opportunities to create efficiencies and assist in internal initiatives to implement recommendations.
• Partner with Wealth team globally, across BD and RM teams, to drive global collaboration and best practices across regions and clients.

Qualifications

• Extensive professional experience in the investment management industry, with a proven track record of successfully building and independently managing relationships with clients.
• Expertise in managing a large territory, with the ability and willingness to travel.
• Excellent communication and presentation skills, with an ability to influence others and work as part of a high performing team.
• An innovative and growth mindset.
• An ability to operate calmly under pressure in a fast‑paced environment.
• Second language (Mandarin) skills preferred.
• A strong academic background, ideally including a relevant professional qualification or progress toward one.
• Proficiency in Salesforce, Excel and Outlook.

Job Details

Job Title: Relationship Manager (6‑Month Contract)
Location: Singapore

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, 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].