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Asia Wealth Management, Client Service Manager, Hong Kong
manager · Other
About the Firm
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com .
About the division
Building on over 30 years of delivering first-class business in a first-class way, Morgan Stanley helps Asia wealth management clients succeed by delivering the Firm’s global reach, product leadership and investment expertise. To reinforce our commitment to the region, we have established Morgan Stanley Bank Asia Limited, a licensed bank in Hong Kong and a wholesale bank in Singapore, to conduct private wealth management business in Asia.
About the Role
Client Service Manager (CSM) works closely with the Investment Representatives (IR) to manage client relationship and deliver a wide range of private wealth management services to Ultra High Net Worth clients.
Key Responsibilities
- Execute a range of banking and investment transactions (e.g., equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments, deposits and loans) for clients
- Conduct pre-trade checks on product suitability and make relevant disclosures to clients
- Follow up order executions and handle trade booking and settlement
- Monitor accounts’ margin usage and manage margin calls
- Handle clients’ inward and outward asset transfer requests
- Answer client enquiries and address client feedbacks
- Collect and prepare account opening documentations, perform KYC and due diligence, and work with internal departments to process account opening
- Conduct regular reviews on account profile, documentation and investment risk profile to ensure they are current and in compliance with internal KYC policy and regulatory standards
- Handle ad hoc requests such as contact change, portfolio statement request, research report request and Matrix online registration
- Provide administrative support to IRs on client meeting and business trip arrangement and expense reimbursement.
- Participate in initiatives to streamline workflows
Qualifications, Skills & Requirements
- University graduate in Finance or related disciplines
- Relevant client service experience in wealth management or private banking industry
- Good knowledge of wealth management and private banking investment products and operations
- Certified Private Wealth Professional (CPWP) designation is preferred.
- Flexible, detail-oriented and meticulous
- Ability to multi-task and work efficiently in a fast-paced environment
- Excellent communication and client service skills
- Proficiency in both spoken and written English, Cantonese and Mandarin
Please note that this role/position falls within the scope of the Hong Kong Mandatory Reference Checking Scheme whereby applicants will be required to undergo reference checks from your previous and /or current employers (Authorized Institutions) covering the past seven years. For more information, please see “ link ” (or) a copy of FAQs for In-Scope Individuals is available upon request.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo .