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
Wealth and intermediary account relationships
Domain
Global Capital Markets / Wealth Management
Deliverable
client delivery
Required skills
Independent analysis, market research, client expectation management, cross-functional communication, analytical problem-solving, presentation skills
Preferred skills
Equity/fixed income/alternatives product knowledge, buy-side experience, CFA/CAIA progress, Mandarin fluency, 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 IC