Relationship Analyst, Wealth Business, Hong Kong

7 months ago

Hong Kong, Hong Kong SAR China Wellington Management Full time

About the 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 Hong Kong and Taiwan Team, and will be primarily responsible for supporting and strengthening our relationships with intermediary clients

Responsibilities

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 and Associate Business Development Manager 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.

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, 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+ 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

Demonstrate excellent communication skills, both oral and written

Fluency in English and Chinese (Cantonese and Mandarin)

Proficiency in Bloomberg and Microsoft Office, specifically in Word, PowerPoint and Excel

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 .

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