APAC Relationship Analyst – Intermediary & Client Coverage

UNKNOWN

Hong Kong Island

Ibrido

HKD 420.000 - 620.000

Tempo pieno

14 giorni+

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Descrizione del lavoro

Wellington Management in Hong Kong is seeking a Relationship Analyst to support and strengthen sales and intermediary client relationships across Greater China and Southeast Asia. You will work with Business Development Managers, Portfolio Advisors and Relationship Managers on a portfolio of wealth and intermediary accounts, responding to inquiries and preparing for client meetings.

Successful candidates have 2-5 years of analytical experience in the investment industry, direct buy-side exposure

Competenze

  • 2–5 years of analytical experience in the investment industry
  • Direct buy-side exposure supporting intermediary/distribution client relationships preferred
  • Fluency in English required; Mandarin preferred
  • Strong communication and presentation skills with client-facing experience
  • Post-graduate work or progress towards CFA/CAIA or equivalent qualification

Mansioni

  • Support and strengthen sales and existing relationships with intermediary clients
  • Collaborate with Business Development Managers, Portfolio Advisors and Relationship Managers on assigned clients
  • Respond to ad hoc inquiries, undertake market research, and prepare for client meetings
  • Conduct independent analysis and original research; interact with internal teams
  • Travel may be required as part of relationship coverage

Conoscenze

Analytical
Client-facing
Presentation skills
Team collaboration
English fluency

Formazione

Bachelor's degree
CFA/CAIA progress

Strumenti

Bloomberg
Microsoft Office

Descrizione del lavoro

Wellington Management in Hong Kong is seeking a Relationship Analyst to support and strengthen sales and intermediary client relationships across Greater China and Southeast Asia. You will work with Business Development Managers, Portfolio Advisors and Relationship Managers on a portfolio of wealth and intermediary accounts, responding to inquiries and preparing for client meetings.

Successful candidates have 2-5 years of analytical experience in the investment industry, direct buy-side exposure

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