Investment Portfolio Analyst, Wealth Management

10 hours ago

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

About the Role

We are seeking an experienced Investment Portfolio Analyst to join our Wealth Management team in Hong Kong. As an integral member of our team, you will be responsible for supporting and strengthening our relationships with intermediary clients.

Responsibilities

You will work closely with other members of the team on a portfolio of wealth and intermediary accounts and relationships, utilizing your strong interpersonal skills and thorough knowledge of our business. Your primary responsibilities will include:

  • Supporting relationship management efforts through market research, data analysis, and client communication.
  • Working closely with Business Development Managers and Associate Business Development Manager to support assigned clients.
  • Initiating original research and responding to inquiries on a wide range of topics, often under significant time pressure.
  • Incorporating product knowledge with firm awareness to effectively communicate client expectations with internal constituents.

Qualifications

To be successful in this role, you will have:

  • A passion for learning about the global capital markets and in-depth knowledge of equity, fixed income, and/or multi-asset investment products.
  • A desire to work in a team-based and collaborative environment, with an analytical/problem-solving orientation.
  • A demonstrable track record of achievement, capacity for differentiated thinking, and a strong work ethic.
  • Strong presentation skills and client-facing experience, with proficiency in Bloomberg and Microsoft Office.
  • Fluency in English and Chinese (Cantonese and Mandarin).

What We Offer

We offer a competitive salary package, including a base salary of approximately HK$600,000 per annum, plus additional benefits such as bonuses and professional development opportunities.

About Wellington Management

We are an equal opportunity employer dedicated to building and maintaining a diversified workforce. We consider all qualified applicants without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability, medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information, or any other characteristic protected by applicable law.

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