Hybrid APAC Investment Relationship Analyst

wellington; Hong Kong; On-site; HKD 480,000 - 720,000; Full time

Benefits offered by this job

Hybrid work schedule

Remote day once a week

Job summary

Wellington Management in Hong Kong is seeking a Relationship Analyst to support and strengthen sales and existing relationships with intermediary clients across Greater China and Southeast Asia.

You will work with BDMs, Portfolio Advisors and Relationship Managers, conduct market research, prepare for client meetings, and respond to inquiries under time pressure. Some travel may be required.

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; CFA/CAIA or equivalent qualifications pursued or in progress.
• Fluency in English; Mandarin preferred.
• Proficiency with Bloomberg and MS Office; strong communication skills.

Responsibilities

• Support and strengthen sales and relationships with intermediary clients.
• Collaborate with Business Development Managers, Portfolio Advisors and Relationship Managers.
• Respond to inquiries, conduct market research, and prepare for client meetings.

Skills

Strong communication

Client-facing

Analytical thinking

Education

Bachelor's degree

CFA/CAIA in progress

Tools

Bloomberg

MS Office

Job description

Wellington Management in Hong Kong is seeking a Relationship Analyst to support and strengthen sales and existing relationships with intermediary clients across Greater China and Southeast Asia.

You will work with BDMs, Portfolio Advisors and Relationship Managers, conduct market research, prepare for client meetings, and respond to inquiries under time pressure. Some travel may be required.