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Relationship Analyst Dubai
Wellington Management
Dubai, UAEAED 6,000-15,000/moToday
UAEFinance & AccountingFull Time
Skills Required
CrmErpCommunication
Job Description
About UsWellington 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 RoleAs part of the continued growth of our business in EMEA we are currently recruiting a Relationship Analyst to join our Business Development & Relationship Management Group (the Client Group). This individual will be an integral member of the institutional team supporting the business activities with a broad range of prospects and clients in the Middle East region within this global prestigious firm and will be based in Dubai.Relationship Analysts (RAs) provide centralised coordination of various functions to service clients across various entity types. They support the Business Development and Relationship Management objectives in their teams working with our existing client and/or consultant relationships and prospects. The core role of the RA is to ensure that client and/or consultant needs are met and to support our business development efforts delivering service alpha across the board.Success in this role requires the RA to have the ability to be proactive in supporting our business development activities looking to assess and support our prospect and cross‑selling addition RAs also support our existing client relationships. This requires the RA to maintain and update client CRM data analyse opportunities for our clients and prospective clients and oversee and coordinate the completion of information requests. RAs will work with internal stakeholders to ensure we meet our clients expectations and to ensure deadlines are met. Attention to detail is critical the ability not only to pull data from the various applications available but also to analyse the data and understand whether that data makes sense. RAs need to have the ability to work independently in a fast‑paced and team‑oriented environment where priorities change frequently and deadlines often need to be met under significant time pressure. Finally RAs should have a solid knowledge of investments such that they are able to fully understand and respond to client enquiries and requests. The successful candidate will have the opportunity to grow within this highly regarded exceptional Asset Management house. On‑hand training and support from senior stakeholders provide the opportunity to learn from the best in the business and enable strong contributions to the firm.DivisionThe Client Group is responsible for strengthening and growing our prospect client and consultant relationships around the world. Wellington Management serves an extremely diverse mix of institutional investors located in over 50 countries. Our clients include public funds, central banks, insurance entities, endowments, foundations, mutual fund sponsors, retirement plan sponsors (both defined benefit and defined contribution) and many other types of institutions. We view business development and relationship management as a point of differentiation among our peers. Our experienced professionals are typically specialized by client type and carrying out their respective functions they will take into consideration local nuances and channel differences to ensure a thorough understanding of the unique needs of prospects and clients by being proactive forward‑thinking and effective communicators.ResponsibilitiesCommanding a thorough knowledge of our business coupled with the interpersonal skills to deal effectively with institutional clients and consultants the RA will work closely with all members of the Middle East team as well as many other functional areas of the firm on a portfolio of assigned accounts in the ME region. He/she will conduct analysis of client portfolios, initiate investigations, respond to inquiries on a wide variety of topics and perform other tasks as appropriate. The RA will coordinate prospect reporting presentations, account maintenance and ad‑hoc requests.Principal responsibilities will include:Driving the preparation of high impact presentations of standard and/or customized client and prospect presentation materials, briefing books and collateral materials as well as meeting notes if in attendance and follow up required for external meetingsParticipating in client, consultant and prospect meetings and conference calls as appropriateConducting analysis, initiating investigations and responding to internal and external ad‑hoc inquiries on a wide variety of topics including portfolio and product specific information, investment guidelines, market trends, regulation considerations and feesActing as a point of conta
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