At a Glance
- Tasks: Support client relationships and business development in a dynamic investment management environment.
- Company: Wellington Management, a leading investment management firm with a collaborative culture.
- Benefits: Gain valuable experience in the finance industry while working in Zurich.
- Other info: Be part of a diverse team committed to equal opportunity and professional development.
- Why this job: Join a team that values independent thought and offers growth opportunities in capital markets.
- Qualifications: 2-3 years of client service experience and understanding of investment products preferred.
The predicted salary is between 60000 - 80000 € per year.
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions are tailored to the unique return and risk objectives of institutional clients in more than 60 countries, drawing on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, our ownership structure fosters a long‑term view that aligns our perspectives with those of our clients.
As part of our continued growth in EMEA, we are recruiting a Relationship Analyst to join our Business Development & Relationship Management Group (the Client Group). The Analyst will operate in Zurich and support the business activities with a broad range of prospects and clients in Switzerland. Relationship Analysts provide centralised coordination of functions to service clients across various entity types, supporting business development and relationship management objectives and ensuring client needs are met.
Responsibilities
- Coordinate prospect reporting, presentations, account maintenance, and ad hoc requests.
- Drive the preparation of high‑impact client and prospect presentation materials, briefing books, and collateral.
- Participate in client, consultant and prospect meetings and conference calls as appropriate.
- Conduct analysis, initiate investigations, and respond to internal and external ad‑hoc inquiries on topics such as portfolio and product information, investment guidelines, market trends, regulatory considerations and fees.
- Act as a point of contact for various groups within client organisations.
- Coordinate key client communications as a trusted liaison between clients and internal teams.
- Support local Relationship and Business Development Managers in organising client roadshows and review meetings.
- Capture and maintain client data in relevant internal systems.
- Qualify and coordinate Requests for Information (RFIs), Due Diligence Questionnaires (DDQs) and Requests for Proposals (RFPs), ensuring proper responses.
- Develop an understanding of Wellington Management’s investment approaches and products most relevant to the Swiss channel.
- Champion data accuracy and insight‑driven reporting via the DMP (Delivery Management Platform) for client reporting, updating requirements on existing accounts and creating new templates during onboarding.
- Work with the CSO team to provide responses on operational questions.
- Collaborate with the internal Funds Group for fund prospecting, onboarding and servicing requirements/questions.
Qualifications
- 2‑3 years of client‑service experience, preferably within the investment‑management industry.
- Understanding of capital markets and/or investment products.
- Knowledge of the local Swiss market.
- Strong academic background; progress towards a professional qualification (e.g., CFA, CAIA) is desirable.
- Excellent verbal and written English; additional languages such as French or Swiss German are advantages.
- Self‑motivated, creative, enthusiastic and collaborative in a small‑team environment.
- Strong interpersonal skills.
Wellington Management ensures that all qualified applicants will receive equal 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, please email GMWTalentOperations@wellington.com.
Relationship Analyst (Zurich) employer: Wellington Management
Wellington Management is an exceptional employer, offering a collaborative culture that values independent thought and fosters long-term relationships with clients. Located in Zurich, the role of Relationship Analyst provides unique opportunities for professional growth within the investment management industry, supported by comprehensive training and a commitment to employee development. With a focus on client service and a diverse work environment, Wellington Management ensures that employees are empowered to thrive and make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Analyst (Zurich)
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management industry, especially those in Zurich. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching Wellington Management's investment approaches and products. Show that you understand their business and how you can contribute as a Relationship Analyst.
✨Tip Number 3
Practice your presentation skills! As a Relationship Analyst, you'll need to create high-impact materials. Get comfortable presenting your ideas to friends or family to build confidence.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the team at Wellington Management.
We think you need these skills to ace Relationship Analyst (Zurich)
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Relationship Analyst role. Highlight your experience in client service and any knowledge of capital markets, as this will show us you understand what we're looking for.
Showcase Your Skills:Use specific examples to demonstrate your interpersonal skills and ability to work in a team. We love seeing how you've collaborated in past roles, so don’t hold back on those stories!
Be Clear and Concise:When writing your application, keep it straightforward. We appreciate clarity, so make sure your points are easy to read and get straight to the heart of your qualifications and experiences.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Wellington Management
✨Know Your Stuff
Make sure you have a solid understanding of Wellington Management's investment approaches and products, especially those relevant to the Swiss market. Brush up on capital markets and investment products so you can speak confidently about them during the interview.
✨Prepare for Client Interactions
Since the role involves client communication, practice how you would handle various client scenarios. Think about how you would respond to inquiries or present information. Role-playing with a friend can help you feel more comfortable and articulate.
✨Showcase Your Analytical Skills
Be ready to discuss your analytical abilities and how you've used them in previous roles. Prepare examples of how you've conducted analysis or responded to ad-hoc inquiries, as this will demonstrate your capability to handle the responsibilities of a Relationship Analyst.
✨Highlight Team Collaboration
Wellington values collaboration, so be prepared to share experiences where you've worked effectively in a team. Discuss how you’ve supported colleagues in achieving common goals, particularly in client service or business development contexts.
