Relationship Analyst, APAC Wealth

UNKNOWN; Hong Kong Island; Hybrid; HKD 420,000 - 620,000; Full time

Job summary

Wellington Management in Hong Kong is seeking a Relationship Analyst to support and strengthen sales and intermediary client relationships across Greater China and Southeast Asia. You will work with Business Development Managers, Portfolio Advisors and Relationship Managers on a portfolio of wealth and intermediary accounts, responding to inquiries and preparing for client meetings.

Successful candidates have 2-5 years of analytical experience in the investment industry, direct buy-side exposure

Qualifications

• 2–5 years of analytical experience in the investment industry
• Direct buy-side exposure supporting intermediary/distribution client relationships preferred
• Fluency in English required; Mandarin preferred
• Strong communication and presentation skills with client-facing experience
• Post-graduate work or progress towards CFA/CAIA or equivalent qualification

Responsibilities

• Support and strengthen sales and existing relationships with intermediary clients
• Collaborate with Business Development Managers, Portfolio Advisors and Relationship Managers on assigned clients
• Respond to ad hoc inquiries, undertake market research, and prepare for client meetings
• Conduct independent analysis and original research; interact with internal teams
• Travel may be required as part of relationship coverage

Skills

Analytical

Client-facing

Presentation skills

Team collaboration

English fluency

Education

Bachelor's degree

CFA/CAIA progress

Tools

Bloomberg

Microsoft Office

Job description

About UsWellington 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 RoleROLEThe 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.QUALIFICATIONSThe 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 industryDirect buy-side experience supporting intermediary/distribution client relationships preferredStrong 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 writtenFluency in English required and Chinese (Mandarin) preferredProficiency in Bloomberg and Microsoft Office, specifically in Word, PowerPoint and ExcelDemonstrated 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. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. 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 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] 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.