About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
Role We are seeking an experienced professional who is exceptional at relationship management to focus on building and maintaining a strong and mutually beneficial business relationship with institutional clients in the Greater China markets. This individual will partner closely with the Business Development Managers on shared accounts and lead engagements with clients to understand their investment goals and servicing needs, as well as addressing any issues, concerns or opportunities.
The Relationship Manager will be focused on growing and maintaining existing relationships to drive high activity. They will play a key role in client retention efforts, including defense strategies, as well as cross-selling efforts. The individual will collaborate with internal teams to onboard new client accounts and ensure compliance with applicable regulations.
Responsibilities Responsibilities will include (but not limited to) the following:
- Independently and proactively lead engagements with clients to understand their investment and servicing needs, including discussing their portfolios with Wellington, providing high level service expertise and hosting client meetings as required.
- Act as a strategic thought partner to the Business Development Manager on shared accounts, analyze performance data, investment characteristics, and risk profiles of client portfolios and conduct portfolio reviews.
- Serve as a central point of contact internally and externally to ensure servicing needs are met.
- Prepare for, lead/attend and provide follow-up on client meetings and inquiries.
- Possess a deep understanding of the industry in which their clients operate, such as insurance companies, pension funds, endowments, sovereign wealth funds, and government bodies.
- Understand client's overall objectives that influence their investment and servicing requirements.
- Demonstrate in-depth knowledge of and appreciation for the client marketplace, including regulations, accounting, tax, and asset allocation considerations.
- Manage client expectations, balancing the interests of both clients and the organization.
- Work closely with subject matter experts firmwide to onboard new client accounts and process subsequent cash flows.
- Partner with other functional areas to address client issues, concerns, and opportunities.
- Liaise with the client and internal parties to ensure compliance with applicable regulations.
- Identify opportunities to create efficiencies and assist in internal initiatives to implement recommendation.
- Partner with Director, Asia Institutional to support junior talent based in Hong Kong by providing guidance, coaching, mentoring and timely feedback.
- Foster an inclusive culture of collaboration and excellence and being a role model to the rest of the team.
Qualifications We are looking for candidate with:
- 10+ years of relevant experience in the investment industry and have a solid understanding of institutional clients' needs in the region.
- Candidates with insurance knowledge (ALM, asset allocation, risk-based capital analysis, etc.) and fixed income experience will be viewed favorably.
- The individual should possess broad investment knowledge of the capital markets with the ability to communicate market insights to clients, and represent fixed income, equity, and asset allocation portfolios to institutional clients.
- An entrepreneurial business builder, self-starting and motivated to build a business.
- Capability to independently manage and lead client engagements, many with multiple asset management assignments with our firm.
- Presence as a thought leader and with the ability to engage external audiences.
- Ability to work under pressure in a fast-paced environment that requires exceptional teamwork.
- Proactivity and willingness to learn and grow within the role.
- Proficient in written and spoken English.
- Fluency in spoken and written Chinese is required.
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com .
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.