Relationship Manager (Institutional)
Wellington Management Company(4 months ago)
About this role
A Relationship Manager at Wellington Management focuses on building and maintaining strong business relationships with institutional clients in the Greater China markets. The role partners closely with Business Development Managers to align client investment objectives with Wellington’s solutions and supports account onboarding and compliance. The position also contributes to client retention efforts and the development of junior team members.
Required Skills
- Relationship Management
- Client Engagement
- Portfolio Analysis
- Client Retention
- Cross-Selling
- Regulatory Compliance
- Onboarding
- Asset Allocation
- Fixed Income
- Mentoring
+1 more
About Wellington Management Company
wellington.comN/A
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