# Business Associate, Greater China (Hong Kong & Taiwan Institutional)

**Company**: Wellington Management
**Location**: Central Hong Kong, Hong Kong
**Work arrangement**: hybrid
**Experience**: entry
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://wellington.wd5.myworkdayjobs.com/en-US/eFC/job/Central-Hong-Kong-Hong-Kong/Business-Associate--Greater-China--Hong-Kong---Taiwan-Institutional-_R94891-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_96bcf2b3-e70

## Description

Wellington Management, a leading investment management firm, is seeking a Business Associate to join its Greater China Client Team in Hong Kong. This entry-level role involves supporting the growth and strengthening of relationships with institutional clients across Hong Kong and Taiwan.

The successful candidate will work closely with the business team on various aspects of business development, relationship management, and client service, including:

- Prospecting and supporting business development managers with live opportunities, RFPs, and pitch materials

- Coordinating and preparing for client meetings, including materials, briefing notes, and follow-ups

- Servicing clients and prospects by addressing inquiries on various topics, such as product strategy, portfolio, and market queries

- Supporting relationship managers on complex client deliverables and bespoke client requests

- Maintaining internal client databases and tracking business metrics

- Assisting with external client seminars and events

- Building internal network relationships and managing stakeholders for effective collaboration

The ideal candidate will have:

- A university degree with 1-2 years of relevant working experience or be a fresh graduate with strong academic credentials

- A degree focus in Business, Economics, Finance, with a preference for those who have undertaken postgraduate work or are progressing towards a CFA and/or CAIA

- A demonstrated passion for investment management and markets

- Familiarity with diverse cultures and the ability to collaborate within a diverse environment

- Superior written and verbal communication skills

- Proficiency in Bloomberg and Microsoft Office, specifically in Word, PowerPoint, and Excel, and the ability to leverage AI tools effectively

- Proficient in written and spoken English and Chinese (Mandarin and Cantonese); additional language skills, such as Korean, would be a distinct advantage

To apply, candidates should submit an updated CV, a statement of interest, and an unofficial transcript of grades.

## Skills

### Required
- Bloomberg
- Microsoft Office
- English
- Mandarin
- Cantonese
- Business Development
- Relationship Management
- Client Service
- Korean

### Nice to have
- CFA
- CAIA

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Source: [Apply at wellington.wd5.myworkdayjobs.com](https://wellington.wd5.myworkdayjobs.com/en-US/eFC/job/Central-Hong-Kong-Hong-Kong/Business-Associate--Greater-China--Hong-Kong---Taiwan-Institutional-_R94891-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)