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Relationship Analyst
Wellington Management. Support growth and strengthening relationships with institutional clients .
About the role
Key responsibilities & impact- Support growth and strengthening relationships with institutional clients
- Assist and partner in business development, relationship management, and client servicing including supporting territory leaders, coordinating meetings, and responding to inquiries
- Work with relationship managers on complex client deliverables
- Build internal network relationships and manage internal stakeholders for effective 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
- Demonstrate interest in applying AI and digital tools to enhance productivity, efficiency, and overall client and firm outcomes
- Demonstrate excellent communication skills, both oral and written
- Proficiency in Bloomberg and Microsoft Office, specifically in Word, PowerPoint and Excel
- Proficient in written and spoken English and Chinese Mandarin. Additional language skills would be a distinct advantage.
Benefits
Comp & perks- Health insurance
- Flexible work arrangements
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 managementAI applicationdigital toolsBloombergMicrosoft OfficeExcelPowerPoint
Soft Skills
communication skillscollaborationrelationship buildingstakeholder management
Certifications
CFACAIA