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Relationship Manager

2 months ago

Singapur, Singapore Wellington Management Full time

About the Role

The Client Group in Singapore has an opening for a Relationship Analyst. The successful candidate will be an integral member of our Southeast Asia team and will be primarily responsible for supporting and strengthening our relationships with institutional clients.

Commanding a thorough knowledge of our business, coupled with strong interpersonal skills, the RA will work closely with the business team on a portfolio of institutional 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 and maintain strong relationships with appropriate client/prospect contacts and participate in external meetings as appropriate.
  • 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, legal and compliance, portfolio management, product management, investment operations, trading, and other functions.

Key Responsibilities

The successful candidate will have a passion for learning about the global capital markets. In-depth knowledge of equity, fixed income, 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.

The successful candidate should be organized and have strong attention to details; strong multi-tasking and time management skills; able to deliver at a high capacity to improve productivity and efficiency; is a self-starter and able to work independently; mature and strong professionalism.

Candidates should possess a demonstrable track record of achievement, capacity for differentiated thinking, strong work ethic, and the willingness to work with others. Strong presentation skills and client-facing experience are highly preferred.

Requirements

  • 3+ years of relevant experience in analytical roles within the investment industry
  • Direct buy-side experience supporting institutional client relationships in Southeast Asia preferred
  • 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
  • Proficiency in Bloomberg and Microsoft Office, specifically in Word, PowerPoint and Excel
  • Additional language skills (Business Mandarin, Thai, Bahasa etc) are not necessary, but would provide a distinct advantage.

Wellington Management is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to building a diverse and inclusive workforce and consider all qualified applicants 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.