WELLINGTON MANAGEMENT
Relationship Analyst(m/w/x)
Vollzeitmit HomeofficeBerufserfahren
Zürich
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
WEWellington Management
Relationship Analyst(m/w/x)
Zürich
Vollzeitmit HomeofficeBerufserfahren
Nejo KI-Zusammenfassung
Supporting global investment management for institutional clients, analyzing opportunities, and coordinating information requests. 2-3 years client service experience required. On-hand training and senior stakeholder support.
Anforderungen
- 2-3 years relevant client service experience
- Investment Management industry experience advantageous
- Experience with institutional clients and consultants advantageous
- Solid understanding of capital markets and/or investment products
- Clear understanding of the local market
- Strong academic background
- Progress towards CFA/CAIA or equivalent advantageous
- Excellent verbal and written English skills
- Other languages including French and Swiss German advantageous
- Self-motivation
- Creativity
- Enthusiasm
- Natural collaborator
- Ability to work well in a small team
- Strong interpersonal skills
Aufgaben
- Support business development and relationship management activities
- Maintain and update client CRM data
- Analyze opportunities for clients and prospects
- Coordinate completion of information requests
- Work with internal stakeholders to meet client expectations
- Ensure deadlines are met under time pressure
- Conduct analysis of client portfolios
- Initiate investigations and respond to inquiries
- Coordinate prospect reporting and presentations
- Handle account maintenance and ad hoc requests
- Prepare high-impact client and prospect presentation materials
- Participate in client, consultant, and prospect meetings
- Act as a point of contact for client organizations
- Coordinate key client communications
- Support local Relationship and Business Development Managers
- Organize client roadshows and review meetings
- Capture and maintain client data in internal systems
- Qualify and coordinate RFI, DDQ, and RFP requests
- Develop understanding of investment approaches and products
- Champion data accuracy and insight-driven reporting
- Update requirements for existing accounts
- Create new templates during onboarding
- Work with Investec team for SMA onboarding
- Provide responses to operational questions
- Support fund prospecting, onboarding, and servicing
Berufserfahrung
- 2 - 3 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Französisch – ist ein Plus
- Schweizerdeutsch – ist ein Plus
Benefits
Weiterbildungsangebote
- On-hand training
Mentoring & Coaching
- Support from senior stakeholders
Sonstige Vorteile
- Equal opportunity employer
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Wellington Management erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Noch nicht perfekt?
- Mercer
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Vollzeitmit HomeofficeSeniorZürich - Deutsche Bank
Relationship Manager, Director(m/w/x)
Vollzeitmit HomeofficeSeniorZürich - Rothschild & Co Bank AG
Client Adviser - UK Offshore Market(m/w/x)
Vollzeitmit HomeofficeSeniorZürich - Rothschild & Co
Assistant Intermediaries & Service Desk(m/w/x)
Vollzeitmit HomeofficeJuniorZürich
WEWellington Management
Relationship Analyst(m/w/x)
Zürich
Vollzeitmit HomeofficeBerufserfahren
Nejo KI-Zusammenfassung
Supporting global investment management for institutional clients, analyzing opportunities, and coordinating information requests. 2-3 years client service experience required. On-hand training and senior stakeholder support.
Anforderungen
- 2-3 years relevant client service experience
- Investment Management industry experience advantageous
- Experience with institutional clients and consultants advantageous
- Solid understanding of capital markets and/or investment products
- Clear understanding of the local market
- Strong academic background
- Progress towards CFA/CAIA or equivalent advantageous
- Excellent verbal and written English skills
- Other languages including French and Swiss German advantageous
- Self-motivation
- Creativity
- Enthusiasm
- Natural collaborator
- Ability to work well in a small team
- Strong interpersonal skills
Aufgaben
- Support business development and relationship management activities
- Maintain and update client CRM data
- Analyze opportunities for clients and prospects
- Coordinate completion of information requests
- Work with internal stakeholders to meet client expectations
- Ensure deadlines are met under time pressure
- Conduct analysis of client portfolios
- Initiate investigations and respond to inquiries
- Coordinate prospect reporting and presentations
- Handle account maintenance and ad hoc requests
- Prepare high-impact client and prospect presentation materials
- Participate in client, consultant, and prospect meetings
- Act as a point of contact for client organizations
- Coordinate key client communications
- Support local Relationship and Business Development Managers
- Organize client roadshows and review meetings
- Capture and maintain client data in internal systems
- Qualify and coordinate RFI, DDQ, and RFP requests
- Develop understanding of investment approaches and products
- Champion data accuracy and insight-driven reporting
- Update requirements for existing accounts
- Create new templates during onboarding
- Work with Investec team for SMA onboarding
- Provide responses to operational questions
- Support fund prospecting, onboarding, and servicing
Berufserfahrung
- 2 - 3 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Französisch – ist ein Plus
- Schweizerdeutsch – ist ein Plus
Benefits
Weiterbildungsangebote
- On-hand training
Mentoring & Coaching
- Support from senior stakeholders
Sonstige Vorteile
- Equal opportunity employer
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Wellington Management erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Über das Unternehmen
Wellington Management
Branche
FinancialServices
Beschreibung
The company offers comprehensive investment management capabilities across global capital markets, serving institutional clients in over 60 countries.
Noch nicht perfekt?
- WELLINGTON MANAGEMENT
Relationship Analyst(m/w/x)
Vollzeitmit HomeofficeBerufserfahrenZürich - Mercer
Investment Solution Sales(m/w/x)
Vollzeitmit HomeofficeSeniorZürich - Deutsche Bank
Relationship Manager, Director(m/w/x)
Vollzeitmit HomeofficeSeniorZürich - Rothschild & Co Bank AG
Client Adviser - UK Offshore Market(m/w/x)
Vollzeitmit HomeofficeSeniorZürich - Rothschild & Co
Assistant Intermediaries & Service Desk(m/w/x)
Vollzeitmit HomeofficeJuniorZürich