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11 дней назад

Relationship Analyst (APAC Wealth)

Формат работы
hybrid
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
China
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Relationship Analyst (APAC Wealth) (Investment Management): Supporting sales and relationship management for wealth and intermediary clients in Greater China and Southeast Asia with an accent on client research, investment-product knowledge, and cross-functional communication. Focus on conducting independent market analysis, responding to time-sensitive client inquiries, preparing meeting materials, and coordinating expectations across investment and operational teams.

Location: Central Hong Kong, Hong Kong; hybrid schedule with office attendance 4 days per week and remote work 1 day per week

Company

hirify.global is a private-partnership investment management firm providing research-driven investment solutions to institutional and intermediary clients in more than 60 countries.

What you will do

  • Support sales and relationship management efforts for wealth and intermediary clients across Greater China and Southeast Asia.
  • Work with Business Development Managers, Portfolio Advisors, and Relationship Managers on assigned accounts.
  • Respond to client inquiries, conduct market research, and prepare materials for client meetings.
  • Perform independent analysis and original research across investment management topics under time pressure.
  • Support relationships spanning fund distribution, long-only funds, hedge funds, private funds, and sub-advisory mandates.
  • Coordinate client expectations with portfolio services, legal and compliance, portfolio management, product management, client service, and trading teams.

Requirements

  • 2–5 years of relevant experience in analytical roles within the investment industry.
  • Knowledge of equity, fixed income, alternative, and/or multi-asset investment products.
  • Bachelor’s degree with strong academic credentials; postgraduate study or progress toward CFA, CAIA, or an equivalent qualification is preferred.
  • Excellent oral and written communication, analytical and problem-solving skills, presentation skills, and client-facing experience.
  • Fluency in English is required; Chinese (Mandarin) is preferred.
  • Proficiency in Bloomberg and Microsoft Office, including Word, PowerPoint, and Excel, plus demonstrated use of AI and emerging technologies for research, analysis, productivity, and communication.

Culture & Benefits

  • Collaborative environment that encourages independent thought and healthy debate.
  • In-person interaction is considered important to the working culture.
  • Flexible hybrid arrangement with one remote workday per week.
  • Some business travel may be required.
  • Equal opportunity workplace with consideration for candidates from diverse backgrounds.

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