Relationship Manager, Southeast Asia

About Us

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 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

Role

We are seeking a Relationship Manager to support the relationship management and client service needs of the Client Group team across Asia ex-Japan, with particular focus on our institutional clients in Southeast Asia. This individual will work closely with the Business Development Manager on shared accounts and lead engagements with clients to understand their investment goals and servicing needs, as well as addressing any issues, concerns or opportunities.

The Relationship Manager will be focused on maintaining existing relationships to drive high activity and plays a key role in client retention efforts, including defense strategies, while working collaboratively with internal teams to onboard new client accounts and ensure compliance with applicable regulations. They will also have people management responsibilities, leading and developing a high performing team.

**Responsibilities**:
Responsibilities will include (but not limited to) the following:
- 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 as required.- Act as a strategic thought partner to Business Development Managers on shared accounts, analyze performance data, investment characteristics, and risk profiles of client portfolios and proxy on portfolio reviews, as needed.- Serve as a central point of contact internally and externally to ensure servicing needs are met.- Prepare for, lead/attend and provide follow-up on client meetings and inquiries, as needed.- Possess a deep understanding of the industry/market/channel in which their clients operate.- Understand client’s overall objectives that 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 organization.- Inclusive leader.-
- Partner with other functional areas to address client issues, concerns, and opportunities.- Liaise with the client and internal parties to ensure compliance with applicable regulations.- Identify opportunities to create efficiencies and assist in internal initiatives to implement recommendation.- People management - leading and developing junior talent by providing guidance, coaching, mentoring and timely feedback, while identifying and addressing talent gaps as needed. Develop team members by identifying and carving out opportunities for the team to work independently.- Foster an inclusive culture of collaboration and excellence, with a focus on retaining and motivating talent and being a role model to the rest of the team.

**Qualifications**:
- 10+ years of relevant experience in the investment industry and have a solid understanding of institutional investors' needs in Southeast Asia.- The individual should possess broad investment knowledge of the capital markets with the ability to communicate market insights to clients, and represent equity, fixed income and asset allocation portfolios to institutional clients.- Capability to independently manage and lead client engagements, many with multiple asset management assignments with our firm.- Knowledge of the regional clients and their respective local market needs- Management experience developing a high performing team- Ability to work under pressure in a fast-paced environment that requires exceptional teamwork- Proactivity and willingness to learn and grow within the role- Additional language skills (Business Mandarin, Thai, Bahasa etc) are not necessary, but would provide a distinct advantage.
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