Wellington Management

Relationship Analyst

Wellington Management

full-time

Posted on:

Location Type: Hybrid

Location: Hong Kong • Hong Kong

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About the role

  • Support growth and strengthening relationships with institutional clients
  • Assist and partner in business development, relationship management, and client servicing including supporting territory leaders, coordinating meetings, and responding to inquiries
  • Work with relationship managers on complex client deliverables
  • Build internal network relationships and manage internal stakeholders for effective 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
  • Demonstrate interest in applying AI and digital tools to enhance productivity, efficiency, and overall client and firm outcomes
  • Demonstrate excellent communication skills, both oral and written
  • Proficiency in Bloomberg and Microsoft Office, specifically in Word, PowerPoint and Excel
  • Proficient in written and spoken English and Chinese Mandarin. Additional language skills would be a distinct advantage.
Benefits
  • Health insurance
  • Flexible work arrangements
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 managementAI applicationdigital toolsBloombergMicrosoft OfficeExcelPowerPoint
Soft Skills
communication skillscollaborationrelationship buildingstakeholder management
Certifications
CFACAIA