11 дней назад
Relationship Analyst (APAC Wealth)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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