Relationship Analyst
Wellington Management
Central Hong Kong, Hong Kong
5天前

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 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.

We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients.

Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.

The Position

The Client Group in Hong Kong has an opening for a Relationship Analyst ( RA ). The successful candidate will be an integral member of our Global Wealth Management team and will be primarily responsible for supporting and strengthening our relationships with intermediary clients, consultants and prospects.

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 accounts and relationships and be responsible for supporting our relationship management efforts.

The Analyst will work closely with 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.

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 :

  • 2-4 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)
  • The successful candidate will be one who meets the above criteria, is committed to the success of the team, and takes a long term view of their career.

    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.

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