Relationship Analyst, Switzerland/France

Wellington Management Company, LLP
London, United Kingdom
Jun 24, 2017
Jun 29, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

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 50 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.


We are currently seeking to recruit a Relationship Analyst to join our Business Development & Relationship Management Group (GRG). This individual will be an integral member of our Switzerland, France & Italy institutional team, and will be based in London. He/she will be responsible for supporting sales and relationship management activities with consultants, prospects and clients in the region, and will work closely with colleagues in our Zurich and London offices.

The Role

Commanding a thorough knowledge of our business, coupled with strong interpersonal skills, the successful candidate will work closely with other members of the team on client, prospect and marketing activities.  He/she will conduct market analysis, initiate research, respond to inquiries on a wide variety of topics, and as opportunity arises participate in prospect and client meetings.

Specific responsibilities will include:

* Assist the team in their efforts to maintain an effective ongoing dialogue with institutional clients and prospects in Switzerland, France and Italy; 
* Work with the Business Development and Relationship Managers to understand the marketplace, current clients and target prospects;
* Help to build and maintain strong and effective client and prospect relationships;
* Analyse and maintain the latest industry/market information, and provide analysis on target and current prospects;
* Meet, as required, with clients, prospects and consultants, and manage any follow up;
* Co-ordinate Requests for Proposals (RFPs) to ensure that each RFP receives the proper and most appropriate response;
* Incorporate product knowledge, cultural awareness and business judgment to ensure optimal use of the firm's resources;
* Prepare materials for client and prospect meetings and finals presentations, and proposals for prospective clients and consultants;
* Respond to ad hoc queries, requests for reports and data;
* Liaise with consultants, prospects, clients and internal parties to ensure compliance with applicable regulations;
* Ensure all client and prospect data is accurately captured and reflected via internal systems.


The successful candidate is likely to:

* Have 3-5 years of relevant professional experience, ideally gained in a similar Client Service / Relationship Analyst role within the Investment Management industry;
* Demonstrate a high level of capital markets / investment / product knowledge, ideally across multiple asset classes;
* Have the ability to represent the investment views of the firm, as appropriate, in both informal and formal settings;
* Demonstrate excellent verbal and written English language skills. Fluency in French is required. Additional language skills (e.g. German or Italian) would be advantageous;
* Have strong academic credentials, ideally including progress towards a post-graduate and/or professional qualification (e.g. CFA or equivalent);
* Be comfortable with Wellington's consultative approach to relationship management and business development;
* Be self-motivated, creative and enthusiastic;
* Be a natural collaborator who can work well in a small team.

Please note that we are only able to respond to successful applicants.

Relationship Analyst, Switzerland/France

Relationship Management


As an equal opportunity employer, Wellington Management considers all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .

Similar jobs

Similar jobs