Relationship Analyst, APAC Wealth

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

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.

Skills

Analytical skills

Client-facing

English fluency

Mandarin Chinese (preferred)

Education

Bachelor's degree

CFA/CAIA in progress

Tools

Bloomberg

Microsoft Office (Word, PowerPoint, Excel)

Job description

WELLINGTON MANAGEMENT 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 50 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.

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.

JOB TITLE

Relationship Analyst, APAC Wealth

JOB FAMILY

Relationship Management

LOCATION

Hong Kong

We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management considers all qualified applicants will receive 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.

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients.

For more information, please visit https://www.wellington.com/en/