Strategic Investment Relationship Specialist

2 weeks ago

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

About 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 over 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate.

About the Role

We are seeking an experienced Relationship Analyst to join our Hong Kong team. The successful candidate will be responsible for supporting and strengthening our relationships with intermediary clients in the region.

Responsibilities

  • The successful candidate will work closely with other members of the team to manage a portfolio of wealth and intermediary accounts and relationships.
  • They will be responsible for supporting our relationship management efforts, working closely with Business Development Managers and Associate Business Development Managers.
  • The Analyst will respond to ad hoc inquiries, undertake market research, and prepare for client meetings.

Requirements

  • A passion for learning about the global capital markets is essential.
  • 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.

Compensation

The estimated salary for this role is approximately $80,000 - $120,000 per annum, depending on experience.

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