Relationship Analyst, Wealth Business, Hong Kong

3 months ago

Hong Kong, Hong Kong SAR China Wellington Management Company, LLP Full time
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

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 GMWTalentOperations@wellington.com .

  • Relationship Analyst, Wealth Business, Hong Kong

    5 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...

  • Relationship Manager, Wealth Business, Hong Kong

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China Wellington Management Full time

    About the RoleThe Client Group in Hong Kong has an opening for a Relationship Analyst. 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.ResponsibilitiesThe Relationship Analyst will work closely with other...

  • Relationship Manager, Wealth Business, Hong Kong

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Wellington Management Full time

    About the RoleThe Client Group in Hong Kong is seeking a skilled Relationship Analyst to support and strengthen our relationships with intermediary clients. As an integral member of our Hong Kong and Taiwan Team, you will work closely with other members of the team on a portfolio of wealth and intermediary accounts and relationships.ResponsibilitiesYou will...

  • APAC Graduate Programme in Wealth Management

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time

    Join BNP Paribas Wealth Management in Hong KongWe are seeking a talented and motivated individual to join our Wealth Management team in Hong Kong as an Investments Services Analyst. This is a unique opportunity to develop your skills and knowledge in investment products and services, and to contribute to the success of our business.About the RoleAs an...

  • Asset & Wealth Management, Private Wealth Management, Financial Analyst, Analyst, Hong Kong

    5 months ago

    Hong Kong, Hong Kong SAR China Goldman Sachs Full time

    Asset & Wealth Management, Private Wealth Management, Financial Analyst, Analyst, Hong Kong   Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and...

  • Wealth Business Relationship Specialist

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China Wellington Management Full time

    About the Position The Client Group in Hong Kong is seeking a Relationship Analyst ("RA") to join our dedicated team. The ideal candidate will play a crucial role in enhancing and maintaining our connections with intermediary clients across the region. Key Responsibilities With a comprehensive understanding of our operations and exceptional...

  • Business Analyst IT Project Manager

    2 months ago

    Hong Kong, Central and Western District, Hong Kong SAR China PERSOLKELLY Hong Kong Limited Full time

    About Our ClientPERSOLKELLY Hong Kong Limited is proud to partner with a prominent private banking and wealth management institution.About The RoleWe are seeking a highly skilled Business Analyst/Project Manager to join our team. As a key liaison between the Bank's business units and the IT team, you will be responsible for gathering requirements,...

  • Business Analyst IT Project Manager

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China PERSOLKELLY Hong Kong Limited Full time

    About Our ClientPERSOLKELLY Hong Kong Limited is proud to partner with a prominent private banking and wealth management institution.About The RoleWe are seeking a highly skilled Business Analyst/Project Manager to join our team. As a key liaison between the Bank's business units and the IT team, you will be responsible for gathering requirements,...

  • IT Business Analyst/Project Manager

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China PERSOLKELLY Hong Kong Limited Full time

    About Our ClientPERSOLKELLY Hong Kong Limited is proud to partner with a prominent private banking and wealth management institution.About The RoleWe are seeking a highly skilled IT Business Analyst/Project Manager to serve as a key liaison between our client's business units and the IT team.Collaborate with stakeholders to gather requirements, document...

  • Private Wealth Solutions

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China Blackstone Full time

    Job Title: Private Wealth Solutions - Client Coverage, Summer Analyst, Hong KongBlackstone Private Wealth Solutions (PWS) is a leading provider of alternative investment solutions to high-net-worth individuals and families. We are seeking a highly motivated and detail-oriented Summer Analyst to join our team in Hong Kong.Job Summary:The Summer Analyst will...

  • Client Relationship Analyst, Wealth Management

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China Wellington Management Full time

    About the Role The Client Group in Hong Kong is seeking a Relationship Analyst ("RA") to join our dedicated team. The successful candidate will play a vital role in enhancing and maintaining our partnerships with intermediary clients. Key Responsibilities With a comprehensive understanding of our operations and exceptional interpersonal abilities,...

  • Asset & Wealth Management, Private Wealth Management, Wealth Management Professionals, Analyst, Hong Kong

    5 months ago

    Hong Kong, Hong Kong SAR China Goldman Sachs Full time

    Asset & Wealth Management, Private Wealth Management, Wealth Management Professionals, Analyst, Hong Kong DIVISIONS AND JOB FUNCTIONS Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning,...

  • Senior Relationship Manager, Wealth Management

    4 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time

    Job SummaryWe are seeking a skilled Senior Relationship Manager, Wealth Management to join our team at BNP Paribas Wealth Management. The successful candidate will be responsible for identifying, originating, developing, and maintaining high-value client relationships in an advisory capacity.Key ResponsibilitiesContribute to the team's performance, achieving...

  • Business Analyst/Project Manager

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China PERSOLKELLY Hong Kong Limited Full time

    About Our ClientPERSOLKELLY Hong Kong Limited is a leading recruitment agency that specializes in placing top talent in the financial services industry.About The RoleWe are seeking a highly skilled Business Analyst/Project Manager to join our client's team in their Private Banking division. The successful candidate will be responsible for managing IT-related...

  • Relationship Manager, Hong Kong Team

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Unlock New Opportunities with HSBCAre you looking for a career that will take you to new heights? Join HSBC and experience the possibilities. Whether you want a career that will unlock new opportunities or simply take you in an exciting new direction, HSBC offers a range of opportunities, support, and rewards that will take you further.Our VisionAt HSBC, we...

  • Business Analyst

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Company 267 - Manulife Investment Management (Hong Kong) Limited Full time

    Job Title: Business Analyst - Operations TransformationWe are seeking a highly skilled Business Analyst to join our Operations Transformation team in Hong Kong. As a Business Analyst, you will be responsible for analyzing business needs and developing technology requirements to address the needs of the business.Key Responsibilities:Analyze business needs and...

  • Investment Analyst, Hong Kong

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    About the RoleCiti is seeking a highly skilled Investment Analyst to join our team in Hong Kong. As a key member of our investment team, you will play a critical role in delivering investment solutions to clients and providing guidance on market trends.Key ResponsibilitiesSupport senior members of the investment team in delivering investment solutions to...

  • Analyst | Business Management Accelerator Program

    4 weeks ago

    Hong Kong, Hong Kong SAR China Green Court Capital Management Full time

    Green Court Capital Management (GCCM) is an independent investment manager with offices in Hong Kong, Shanghai and Singapore. The company is focused on investing in high quality companies within Greater China’s public markets. As of 30 June 2024, Green Court manages over US$5 billion assets on behalf of a global client base comprising predominantly...

  • Wealth - Gold Summer Analyst

    2 months ago

    Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    About the RoleWe are seeking highly motivated and talented individuals to join our Wealth (Citigold) Summer Analyst Program in Hong Kong. As a Summer Analyst, you will have the opportunity to gain hands-on experience in our Consumer Banking business and develop a deep understanding of the global banking landscape.Key ResponsibilitiesAssist in the development...

  • Business Transformation Analyst

    2 months ago

    Hong Kong, Central and Western District, Hong Kong SAR China Company 267 - Manulife Investment Management (Hong Kong) Limited Full time

    About the RoleWe are seeking a highly skilled and experienced Business Analyst to join our GWAM Asia Operations team at Company 267 - Manulife Investment Management (Hong Kong) Limited. As a Business Analyst, you will play a key role in driving business transformation and improving operational efficiency across multiple lines of business within the...