Wealth Relationship Analyst (6-Month Contract)

Wellington Management; Singapore; Hybrid; SGD 45,000 - 78,000; Part time

Job summary

Wellington Management in Singapore is hiring a Relationship Analyst on a six-month contract to support Wealth client relationships. You will work with the Southeast Asia team on business development, relationship management, and client servicing, coordinating meetings, materials, and inquiries.

The role requires 1–2 years in analytical roles within investment management, strong communication, and the ability to work with multiple internal stakeholders.

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 with preference for post-graduate work or CFA in progress.
• Demonstrate excellent communication skills, both oral and written.

Responsibilities

• Prospecting support – qualifying and coordinating aspects of the sales lifecycle.
• Client/prospect meeting life cycle – coordination and preparation for meetings and follow ups.
• Respond to client/prospects inquiries on a wide range of topics, often under time pressure.
• Build internal network relationships and manage internal stakeholders for effective collaboration.
• Communicate client expectations with internal teams including portfolio services, legal and compliance, and product management.

Skills

Analytical mindset

Strong communication

Team collaboration

Self-starter

Education

Bachelor's degree; CFA in progress

Post-graduate work or CFA in progress

Job description

Wellington Management in Singapore is hiring a Relationship Analyst on a six-month contract to support Wealth client relationships. You will work with the Southeast Asia team on business development, relationship management, and client servicing, coordinating meetings, materials, and inquiries.

The role requires 1–2 years in analytical roles within investment management, strong communication, and the ability to work with multiple internal stakeholders.