Relationship Analyst, APAC Wealth
Core
Supporting sales and strengthening relationships with intermediary clients in Singapore and Southeast Asia by conducting market research, preparing for client meetings, and responding to inquiries across fund distribution and sub-advisory relationships.
Role type
Relationship Analyst (Wealth Management)
Builds
Client relationships and sales support for wealth and intermediary accounts
Domain
Global Capital Markets / Wealth Management
Deliverable
client delivery
Required skills
Market research, independent analysis, client communication, product knowledge (equity, fixed income, alternatives), data analysis, presentation skills, proficiency in Bloomberg and Microsoft Office, leveraging AI for productivity
Preferred skills
Direct buy-side experience supporting intermediary/distribution clients, CFA/CAIA progress, fluency in Chinese (Mandarin), strong academic credentials
Technologies
Bloomberg, Microsoft Office (Word, PowerPoint, Excel), AI tools
Responsibilities
Responding to ad hoc client inquiries, undertaking market research, preparing for client meetings, communicating client expectations with internal functions (portfolio services, legal, compliance, trading), conducting independent analysis
Seniority
Mid-level (2-5 years experience)