Relationship Analyst, APAC Wealth

Wellington Management; Hong Kong; Hybride; HKD 446 000 - 781 000; Plein temps

Avantages offerts par ce poste

Hybrid work model

Remote work flexibility (1 day/week)

Office in Hong Kong

Résumé du poste

Wellington Management in Hong Kong seeks a Relationship Analyst to support our Greater China and Southeast Asia sales and client-relations efforts. You will handle inquiries, conduct market research, and prepare for meetings with intermediary clients and wealth accounts.

The role involves collaboration with Business Development, Portfolio Advisors and other teams, with occasional travel. Fluency in English and Mandarin is preferred, and prior buy-side or client-facing experience is valued.

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 with preference for post-graduate work or CFA/CAIA or equivalent
• Excellent communication skills, both oral and written
• Fluency in English required and Chinese (Mandarin) preferred
• Proficiency in Bloomberg and Microsoft Office (Word, PowerPoint, Excel)
• Demonstrated proficiency in leveraging AI and emerging technologies to enhance productivity, research, analysis, and communication

Responsabilités

• Support and strengthen our sales and existing relationships efforts with intermediary clients
• Work with Business Development Managers, Portfolio Advisors and Relationship Managers to support assigned clients
• Respond to ad hoc inquiries, undertake market research, and prepare for client meetings
• Communicate client expectations effectively with internal teams across functions
• Occasional travel may be required

Connaissances

Analytical skills

Problem solving

Client-facing experience

Presentation skills

Team collaboration

Formation

Bachelor’s degree

CFA/CAIA pursuing

Outils

Bloomberg

Microsoft Office

Description du poste

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.

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.