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- Tasks: Join our Global Wealth Management team as a Business Associate, supporting client interactions and business development.
- Company: Wellington Management is a leading investment management firm with a collaborative culture and global reach.
- Benefits: Enjoy a hybrid work model, corporate perks, and opportunities for professional growth.
- Why this job: Kickstart your career in a dynamic role that values independent thought and client relationships.
- Qualifications: Fluent in French, proficient in Microsoft Office, and eager to learn about investment management.
- Other info: This role is UK-specific and encourages diverse candidates to apply.
The predicted salary is between 28800 - 48000 £ per year.
About Us
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 60 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.
About the Role
As part of the continued growth of our London office, we are recruiting a Business Associate (BA) to join our Client Platform. This individual will be an integral member of the Global Wealth Management team supporting business activities with prospects and clients across the UK & European sub-advisory markets. Proficiency in French is essential! The position is located in London and is ideal for recent graduates eager to start their careers in a dynamic, client-facing role.
The Business Associate will coordinate various functions to service clients across different entity types. They will support Business Development and Relationship Management objectives by working with existing clients and prospects. The core role involves ensuring client and/or consultant needs are met promptly and accurately, supporting business development efforts, maintaining and updating client CRM data, analyzing opportunities, and coordinating information requests. Attention to detail, ability to work independently in a fast-paced environment, and solid investment knowledge are critical.
The Client Platform aims to strengthen and grow relationships globally, serving a diverse range of institutional investors. Our professionals are specialized by client type and geography, ensuring a thorough understanding of prospects\’ and clients\’ needs through proactive and effective communication.
Responsibilities
- Coordinate and prepare client and prospect presentation materials, briefing books, and meeting notes.
- Participate in client, consultant, and prospect meetings and conference calls.
- Analyze and respond to inquiries on portfolio, product information, investment guidelines, market trends, regulation, and fees.
- Act as a point of contact within client organizations.
- Coordinate client communications.
- Support organization of client roadshows and review meetings.
- Maintain client data in internal systems.
- Qualify and coordinate RFIs and RFPs, ensuring proper responses.
- Develop understanding of Wellington Management\’s investment approaches.
Ideal Candidate
- Speak French fluently (must-have!)
- Proficient in Microsoft Word, PowerPoint, and Excel
- Interested in a career in investment management
- Relevant client service experience, preferably in investment management (e.g., internship)
- Good understanding of capital markets and investment products
- Self-motivated, curious, and enthusiastic
- Excellent English communication skills; additional languages are advantageous
- Collaborative team player
This role is UK-specific and SMCR certified. We encourage candidates who believe they can excel, even if not meeting 100% of the qualifications, to apply. Wellington Management is committed to diversity and equal opportunity employment. For accommodations, contact
Our hybrid working model involves working from the office 4 days a week with 1 day remote, supporting our mission to deliver investment excellence.
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Business Associate, Global Wealth Management employer: Wellington Management Company, LLP
Contact Detail:
Wellington Management Company, LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Associate, Global Wealth Management
✨Tip Number 1
Familiarise yourself with Wellington Management's investment strategies and recent market trends. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role and the company.
✨Tip Number 2
Network with current or former employees of Wellington Management, especially those in similar roles. They can provide valuable insights into the company culture and expectations, which can be beneficial during your application process.
✨Tip Number 3
Brush up on your French language skills, as fluency is essential for this position. Consider engaging in conversations or taking a short course to boost your confidence in speaking and understanding the language.
✨Tip Number 4
Prepare to discuss your previous client service experiences in detail. Think about specific examples where you demonstrated attention to detail and problem-solving skills, as these are crucial for the Business Associate role.
We think you need these skills to ace Business Associate, Global Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially any client service roles or internships in investment management. Emphasise your proficiency in French and any other languages you speak.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of Wellington Management that attract you, and explain how your skills align with their needs.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as attention to detail, ability to work independently, and knowledge of capital markets. Provide examples of how you've demonstrated these skills in past experiences.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is accurate and clearly presented.
How to prepare for a job interview at Wellington Management Company, LLP
✨Brush Up on Investment Knowledge
Make sure you have a solid understanding of capital markets and investment products. Familiarise yourself with Wellington Management's investment approaches, as this will show your genuine interest in the role and the company.
✨Demonstrate Your Language Skills
Since proficiency in French is essential, be prepared to showcase your language skills during the interview. Practice answering common interview questions in French to ensure you're comfortable switching between languages.
✨Prepare for Client-Facing Scenarios
Think about how you would handle various client interactions. Be ready to discuss past experiences where you've provided excellent client service, even if it's from internships or academic projects. This will highlight your suitability for a client-facing role.
✨Showcase Your Attention to Detail
Given the importance of accuracy in this role, prepare examples that demonstrate your attention to detail. Whether it’s through coursework, previous jobs, or personal projects, be ready to explain how you ensure precision in your work.
