Relationship Analyst

Wellington Management

Relationship Analyst supporting business development activities in Zurich at Wellington Management. Involves client coordination, data analysis, and relationship management.

Posted 4/15/2026full-timeZurich • 🇨🇭 SwitzerlandJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Provide centralised coordination of various functions to service clients across various entity types
Support the Business Development and Relationship Management objectives in their teams working with existing client and/or consultant relationships and prospects
Ensure that client and/or consultant needs are met and support business development efforts
Maintain and update client CRM data, analyse opportunities for clients and prospective clients
Oversee and coordinate the completion of information requests
Work with internal stakeholders to ensure clients’ expectations are met and deadlines are met
Prepare high impact presentations of client and prospect presentation materials, briefing books and collateral materials
Participate in client, consultant and prospect meetings and conference calls
Act as a point of contact for various groups within client organisations
Qualify and coordinate RFIs/DDQs/RFPs working with internal teams to ensure proper responses

Requirements

What you’ll need

2-3 years of relevant client service experience, preferably gained within the Investment Management industry
Experience of working with institutional clients and consultants would be advantageous
Demonstrate a solid understanding of capital markets and/or investment products
Have a clear understanding of the local market
Have a strong academic background. Ideally this will include progress towards a professional qualification (e.g. CFA/CAIA or equivalent)
Demonstrate excellent verbal and written English language skills
Other languages including French and Swiss German would be advantageous
Be self-motivated, creative and enthusiastic
Be a natural collaborator who can work well in a small team
Strong interpersonal skills

Benefits

Comp & perks

Flexibility to work remotely 1 day a week
On-hand training and support from senior stakeholders

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

client service experiencecapital markets understandinginvestment products knowledgeCRM data managementpresentation preparationRFI coordinationDDQ coordinationRFP coordination

Soft Skills

verbal communicationwritten communicationself-motivationcreativityenthusiasmcollaborationinterpersonal skills

Certifications

CFACAIA