APAC Wealth Relationship Analyst

UNKNOWN

Hong Kong

On-site

HKD 480,000 - 720,000

Full time

32 hours ago

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Job summary

Wellington Management in Hong Kong seeks a Relationship Analyst to support and strengthen our Greater China and Southeast Asia client relationships within APAC Wealth. You will work with Business Development Managers, Portfolio Advisors and Relationship Managers on a portfolio of intermediary accounts and respond to inquiries with market research.

The role emphasizes client-facing activities, cross-functional collaboration, and effective communication with internal teams, with some travel

Qualifications

2-5 years of relevant experience in analytical roles within the investment industry.
Direct buy-side experience supporting intermediary/distribution client relationships preferred.
Bachelor's degree required; post-graduate work or CFA/CAIA in progress is a plus.
Fluent English; Mandarin Chinese proficiency preferred.

Responsibilities

Support and strengthen sales and intermediary relationships with clients.
Collaborate with Business Development Managers, Portfolio Advisors and Relationship Managers.
Respond to ad hoc inquiries, conduct market research, and prepare for client meetings.
Engage in independent analysis and research; communicate client expectations across internal teams.
Travel may be required to support client coverage across regions.