Relationship Analyst
Wellington Management
full-time
Posted on:
Location Type: Hybrid
Location: Central Hong Kong • Hong Kong
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About the role
- Supporting growth and strengthening relationships with institutional clients
- Assisting in business development, relationship management, and client servicing
- Coordinating client/prospect meetings and preparing materials
- Responding to client inquiries on various topics
- Working with relationship managers on complex client deliverables
- Building internal network relationships and managing stakeholders for collaboration
Requirements
- 5+ years of relevant experience in analytical roles within the investment industry
- Direct buy-side experience supporting institutional client relationships in Greater China region preferred
- Strong academic credentials including a bachelor’s degree with preference given to candidates who have undertaken postgraduate work or are progressing towards a CFA and/or CAIA
- Proficiency in Bloomberg and Microsoft Office, specifically in Word, PowerPoint and Excel
- Proficient in written and spoken English and Chinese (Mandarin and Cantonese); additional language skills would be a distinct advantage.
Benefits
- Health insurance
- Flexible working arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
analytical skillsclient servicingbusiness developmentrelationship managementcomplex client deliverablesproficiency in BloombergMicrosoft OfficeExcelPowerPointWord
Soft Skills
relationship buildingstakeholder managementcollaborationcommunicationclient inquiry response
Certifications
CFACAIA