Relationship Analyst, APAC Wealth
Core
Support and strengthen sales and existing relationships with intermediary clients in Greater China and Southeast Asia by conducting independent analysis, market research, and preparing for client meetings.
Role type
Relationship Analyst (Wealth Management)
Builds
Client relationships and sales support for wealth and intermediary accounts
Domain
Global Capital Markets / Wealth Management
Deliverable
client delivery
Required skills
Independent analysis, market research, client communication, product knowledge (equity, fixed income, alternatives), cross-functional collaboration, presentation skills
Preferred skills
Buy-side experience supporting intermediary/distribution clients, CFA/CAIA progress, fluency in Mandarin, AI tool proficiency
Technologies
Bloomberg, Microsoft Office (Word, PowerPoint, Excel)
Responsibilities
Respond to ad hoc client inquiries, undertake market research, prepare for client meetings, communicate client expectations to internal teams (portfolio services, legal, compliance, trading)
Seniority
Mid-level (2-5 years experience)