Greater China Institutional Client Associate

UNKNOWN; Hong Kong; Hybrid; HKD 480,000 - 720,000; Full time

Benefits offered by this job

Hybrid work flexibility

Job summary

Wellington Management in Hong Kong invites applications for a Business Associate to support the Greater China institutional team. This entry-level role focuses on growing relationships with clients and prospects across Hong Kong and Taiwan, with emphasis on timely coordination, meeting preparation, and high-quality client servicing.

Ideal candidates have 1–2 years of relevant experience or are fresh graduates with strong academic credentials.

Qualifications

• University degree with 1–2 years' experience or fresh graduates.
• Strong communication, coordination and problem-solving skills.
• Interest in investment management and global capital markets.
• Proficiency in Bloomberg and MS Office; Mandarin and Cantonese would be a distinct advantage.

Responsibilities

• Prospecting and supporting business development with live opportunities and RFPs.
• Coordinate client/prospect meetings; prepare materials and notes.
• Serve clients and prospects with product/strategy inquiries and servicing.
• Support relationship managers on complex client deliverables.

Skills

Bilingual English/Chinese

Client relationship

Communication skills

Education

Bachelor's degree in Business/Finance

Pursuing CFA/CAIA (preferred)

Tools

Bloomberg

Microsoft Office

Excel

Job description

Wellington Management in Hong Kong invites applications for a Business Associate to support the Greater China institutional team. This entry-level role focuses on growing relationships with clients and prospects across Hong Kong and Taiwan, with emphasis on timely coordination, meeting preparation, and high-quality client servicing.

Ideal candidates have 1–2 years of relevant experience or are fresh graduates with strong academic credentials.