Relationship Manager, Institutional, Southeast Asia
1 month ago
About the Role
Role
Wellington Management is seeking a skilled Relationship Analyst to join our Southeast Asia team. The successful candidate will be responsible for supporting and strengthening our relationships with institutional clients in the region.
The ideal candidate will have a strong understanding of our business and be able to work closely with the business team to develop and maintain relationships with key clients. The role will involve assisting with 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, and follow-ups.
- Client/prospect meeting life cycle – coordination and preparation for meetings – materials, briefing notes, meeting notes, and follow-ups.
- Responding to client/prospect inquiries on a wide range of topics, often under significant time pressure.
- Building and maintaining strong relationships with client/prospect contacts and participating in external meetings as appropriate.
- Building internal network relationships and managing 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.
Qualifications
The successful candidate will have a passion for learning about the global capital markets and a strong understanding of equity, fixed income, and/or multi-asset investment products. The ideal candidate will be organized, have strong attention to detail, and be able to deliver at a high capacity to improve productivity and efficiency.
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.
Additional qualifications include:
- 3+ years of relevant experience in analytical roles within the investment industry.
- Direct buy-side experience supporting institutional client relationships in Southeast Asia is 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, such as Business Mandarin, Thai, or Bahasa, are not necessary but would provide a distinct advantage.
We are an equal opportunity employer and welcome applications from diverse candidates. If you are a candidate with a disability, please let us know if you require an accommodation to apply for this role.
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