Wealth Relationship Analyst — 6-Month Contract (SEA)

Wellington Management; Singapore; Hybrid; SGD 50,000 - 73,000; Full time

Job summary

Wellington Management in Singapore seeks a Relationship Analyst on a six-month contract to support Wealth client relationships. You will work with the Southeast Asia team, assisting on business development, relationship management, and client servicing, including meeting prep and follow-ups.

The role requires 1–2 years in analytical investment roles, a Bachelor's degree (CFA progress preferred), and strong communication. It is a hybrid role with 4 days in-office and 1 day remote weekly.

Qualifications

• 1–2 years of analytical experience in investment industry.
• Familiarity with wealth client servicing is a plus.
• Strong communication and organizational skills.
• Interest in Southeast Asia markets.

Responsibilities

• Support wealth client relationships and business development.
• Coordinate sales lifecycle activities and RFPs.
• Prepare meeting materials and notes for client/prospect meetings.
• Respond to inquiries on products, portfolios, and market content.
• Collaborate with internal stakeholders (portfolio services, compliance, PM, ops).

Skills

Analytical

Communication

Teamwork

Self-starter

Education

Bachelor's degree

CFA progress

Job description

Wellington Management in Singapore seeks a Relationship Analyst on a six-month contract to support Wealth client relationships. You will work with the Southeast Asia team, assisting on business development, relationship management, and client servicing, including meeting prep and follow-ups.

The role requires 1–2 years in analytical investment roles, a Bachelor's degree (CFA progress preferred), and strong communication. It is a hybrid role with 4 days in-office and 1 day remote weekly.