Relationship Analyst, APAC Wealth

CFA Institute; Hong Kong; On-site; HKD 520,000 - 900,000; Full time

Benefits offered by this job

Hybrid work option

Remote day per week

Job summary

Wellington Management in Hong Kong is seeking a Relationship Analyst to support and strengthen our sales and intermediary client relationships across Greater China and Southeast Asia. The analyst will work with Business Development Managers, Portfolio Advisors and Relationship Managers on a portfolio of wealth and intermediary accounts, handling inquiries, market research, and client meeting preparation.

This role emphasizes independent analysis under time pressure, collaboration across internal

Qualifications

• 2-5 years of relevant experience in analytical roles within the investment industry
• Direct buy-side experience supporting intermediary/distribution client relationships
• Bachelor's degree with CFA/CAIA or equivalent qualification preferred
• Excellent communication skills, both oral and written
• Fluency in English and Mandarin preferred
• Proficiency in Bloomberg and Microsoft Office, specifically Word, PowerPoint and Excel
• Experience leveraging AI and emerging technologies to enhance productivity, research, analysis, and communication.

Responsibilities

• Support and strengthen sales and intermediary client relationships
• Collaborate with Business Development Managers, Portfolio Advisors and Relationship Managers
• Respond to inquiries, conduct market research, and prepare for client meetings
• Interact with internal teams across legal, compliance, portfolio management, product management and client services
• Travel may be required

Skills

Relationship management

Market research

Communication

Team collaboration

Client service

Education

Bachelor's degree in finance or related

Tools

Bloomberg

Excel

PowerPoint

Word

Job description

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

ROLE

The Client Group in Hong Kong has an opening for a Relationship Analyst ("RA"). The successful candidate will be an integral member of our Greater China and Southeast Asia and will be primarily responsible for supporting and strengthening our sales and existing relationships efforts with intermediary clients. Commanding a thorough knowledge of our business, coupled with strong interpersonal skills, the RA will work closely with other members of the team on a portfolio of wealth and intermediary accounts and relationships and be responsible for supporting our relationship management efforts. The Analyst will work closely with Business Development Managers, Portfolio Advisors and Relationship Managers in support of a number of assigned clients, responding to ad hoc inquiries, undertaking market research, and preparing for client meetings. This position has frequent interaction with clients and will be expected to conduct independent analysis, initiate original research, and respond to inquiries on a wide range of topics, often under significant time pressure. Coverage will span both fund distribution (including long-only, hedge funds and privates) as well as sub advisory relationships. Incorporating product knowledge with firm awareness, the Analyst will be required to effectively communicate client expectations with a variety of internal constituents including portfolio services, legal and compliance, portfolio management, product management, the client service group, trading, and other functions. Some travel may be required.

QUALIFICATIONS

The successful candidate will have a passion for learning about the global capital markets. In-depth knowledge of equity, fixed income, alternatives and/or multi-asset investment products is strongly preferred. Interest in the business of investment management, a desire to work in a team-based and collaborative environment, and an analytical/problem-solving orientation are required. Candidates should possess a demonstrable track record of achievement, capacity for differentiated thinking, strong work ethic, and the willingness to work with others. Strong presentation skills and client-facing experience are highly preferred.

Other required qualifications include:

• 2-5 years of relevant experience in analytical roles within the investment industry
• Direct buy-side experience supporting intermediary/distribution client relationships preferred
• Strong academic credentials including a Bachelor's degree with preference given to candidates who have undertaken post-graduate work or are progressing towards a CFA, CAIA or an equivalent qualification.
• Demonstrate excellent communication skills, both oral and written
• Fluency in English required and Chinese (Mandarin) preferred
• Proficiency in Bloomberg and Microsoft Office, specifically in Word, PowerPoint and Excel
• Demonstrated proficiency in leveraging AI and emerging technologies to enhance productivity, research, analysis, and communication.

Not sure you meet 100% of our qualifications? That's ok.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail] .

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.