Portfolio Advisor

About Us

Wellington Management offersprehensive 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

We are seeking an experienced Portfolio Advisor to support the business development and relationship management needs of the distribution business Asia for our Global Wealth Management team. 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 Wealth team 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 Product Management on marketing strategy, investment content and messaging,petitive analysis, and clientmunications. The role will be based in Hong Kong and will require frequent travel.

RESPONSIBILITIES

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 andplex portfolios to audiences across a wide range of asset classes, products,and strategies
• Demonstrated capability to synthesizeplex subject matter andmunicate it effectively to diverse audiences with varying levels of sophistication
• Develop relationships with the private bankers and regional office heads and develop a deep understanding of their business to help drive flows
• Demonstrate in-depth knowledge of the distribution (sub-advisory and wealth management) landscape in Asia but in particular Hong Kong and Taiwan so as to contribute to the development of market strategy and enhance connectivity within client ecosystems
• Perform market and portfolio analysis so as to differentiate and position our strategies relative topetitors
• Adept atbing market intelligence and CIO / distribution partner feedback to identify and promote relevant product opportunities
• 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 :

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 wee 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 amodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington .

Job ID R91903