Wellington Management

Relationship Analyst

Wellington Management

full-time

Posted on:

Location Type: Hybrid

Location: Zurich • Switzerland

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About the role

  • 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

  • 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
  • Flexibility to work remotely 1 day a week
  • On-hand training and support from senior stakeholders
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

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