Relationship Analyst

About the Role

ROLE

The Global Wealth team in Australia has an opening for a Relationship Analyst (“RA”). The successful candidate will be an integral member of our ANZ team and will be primarily responsible for supporting and strengthening our relationships with Wealth clients.

Commanding a thorough knowledge of our business, coupled with strong interpersonal skills, the RA will work closely with the ANZ wealth team on a portfolio of private wealth and sub-advisory accounts and relationships, and be responsible for supporting our relationship management efforts. The Analyst will work closely with Business Development Managers, Associate Business Development Manager, Relationship Managers and Portfolio Advisors to support a number of assigned clients and prospective clients, responding to ad hoc inquiries, undertaking market research, and preparing for client meetings.

This position has frequent interaction with clients and...

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Submit your application today and join our talented team at Wellington Management.