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 50 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.
POSITION Responsibilities We are seeking an experienced Portfolio Advisor to support the business development and relationship management needs of the distribution business in North Asia. This individual will primarily be focused on supporting the marketing and training efforts with our distribution (sub-advisory and private wealth management) clients and serve as a portfolio manager proxy in our marketing campaigns and roadshows. The Portfolio Advisor will be part of the Global Relationship Group (GRG) and will work closely with the relationship managers and business developers to expand upon our overall efforts with our distribution clients. This individual will also work closely with Investment Products & Services (IPS) on marketing strategy, investment content and messaging, competitive analysis, and client communications. The role will be based in Hong Kong.
The ideal candidate would:
Possess in-depth investment knowledge and be an astute thinker about financial markets, perspectives and views, so as to act as an effective investment representative and portfolio advisor of the firm to prospects & clients
Play a key role in our marketing efforts and roadshows by articulating our investment approaches, processes and complex portfolios to audiences across a wide range of asset classes, products, and strategies
Demonstrate in-depth knowledge of the distribution (sub-advisory and wealth management) landscape in North Asia so as to contribute to the development of market strategy
Perform market and portfolio analysis so as to differentiate and position our strategies relative to competitors
Be a keen collaborator with other functional areas to address client issues, concerns, and opportunities in a fast-paced, team-based environment
Qualifications Candidates should have the following qualifications and experience:
10+ years of relevant experience in the sub-advisory/distribution markets, ideally gained in a portfolio advisory or marketing content role
Deep investment product experience and knowledge across asset classes, with emphasis on the equities and multi-asset space
Experience working in North Asia (China, Hong Kong, Macau, Taiwan, Korea), with deep understanding of regional business practices, market landscape and culture.
Have high energy, excellent communication, presentation and interpersonal skills
Fluency in English and Mandarin language skills
Strong academic credentials, ideally a post-graduate and/or professional qualification (e.g. MBA/CFA or equivalent)
Willingness to travel frequently to support marketing activities in the region
JOB TITLE Portfolio Advisor
JOB FAMILY Global Relationship Group
LOCATION Hong Kong
As an equal opportunity employer, Wellington Management considers all qualified applicants will receive 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 Wellington@icareerhelp.com .