FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Relationship Analyst
Wellington Management. Supporting growth and strengthening relationships with institutional clients .
About the role
Key responsibilities & impact- Supporting growth and strengthening relationships with institutional clients
- Assisting in business development, relationship management, and client servicing
- Coordinating client/prospect meetings and preparing materials
- Responding to client inquiries on various topics
- Working with relationship managers on complex client deliverables
- Building internal network relationships and managing stakeholders for collaboration
Requirements
What you’ll need- 5+ years of relevant experience in analytical roles within the investment industry
- Direct buy-side experience supporting institutional client relationships in Greater China region preferred
- Strong academic credentials including a bachelor’s degree with preference given to candidates who have undertaken postgraduate work or are progressing towards a CFA and/or CAIA
- Proficiency in Bloomberg and Microsoft Office, specifically in Word, PowerPoint and Excel
- Proficient in written and spoken English and Chinese (Mandarin and Cantonese); additional language skills would be a distinct advantage.
Benefits
Comp & perks- Health insurance
- Flexible working arrangements
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
analytical skillsclient servicingbusiness developmentrelationship managementcomplex client deliverablesproficiency in BloombergMicrosoft OfficeExcelPowerPointWord
Soft Skills
relationship buildingstakeholder managementcollaborationcommunicationclient inquiry response
Certifications
CFACAIA