Asia Wealth Management, Client Service Manager, Hong Kong job opportunity at Morgan Stanley.

Home Jobs In Hong Kong Tag: Client Service Manager, Hong Kong Asia Wealth Management, Client Service Manager, Hong Kong position at Morgan Stanley


DateMore Than 30 Days Ago bot
Morgan Stanley Asia Wealth Management, Client Service Manager, Hong Kong
Experience: Highly Experienced
Pattern: full-time
Country:
apply Apply Now
Salary:
Status:

Client Service Manager, Hong Kong

Copy Link Report
degreeOND
loacation Hong Kong, Hong Kong, Hong Kong
loacation Hong Kong, Hon..........Hong Kong

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: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Other Ai Matches

Investment Banking Financial Sponsors Associate – San Francisco Applicants are expected to have a solid experience in handling Job related tasks
FID, E-Rates Algo Quant - VP/Associate Applicants are expected to have a solid experience in handling E-Rates Algo Quant - VP/Associate related tasks
FID, SPG, FID Secured Lending, Corporate Credit Financing - Executive Director Applicants are expected to have a solid experience in handling SPG, FID Secured Lending, Corporate Credit Financing - Executive Director related tasks
Private Capital Markets Vice President Applicants are expected to have a solid experience in handling Job related tasks
Director, Stakeholder Reporting (Internal Audit Team) Applicants are expected to have a solid experience in handling Stakeholder Reporting (Internal Audit Team) related tasks
Field Business Management, AVP Applicants are expected to have a solid experience in handling AVP related tasks
Product Manager, Digital Lending Platforms – Vice President Applicants are expected to have a solid experience in handling Digital Lending Platforms – Vice President related tasks
Financial Planning Service Desk, Analyst/Associate, Global Investment Office Applicants are expected to have a solid experience in handling Analyst/Associate, Global Investment Office related tasks
Internal Audit Director - Resilience Applicants are expected to have a solid experience in handling Job related tasks
Java Fullstack Lead Software Engineer - Vice President - Software Engineering Applicants are expected to have a solid experience in handling Job related tasks
MSIM- Expansion Capital - Executive Assistant Applicants are expected to have a solid experience in handling Job related tasks
Senior Registered Client Service Associate Applicants are expected to have a solid experience in handling Job related tasks
Data modeler - Vice President - Data & Analytics Engineering Applicants are expected to have a solid experience in handling Job related tasks
C++ Developer_Director_Software Engineering Applicants are expected to have a solid experience in handling Job related tasks
Capital Regulatory Controllers Production - New York Associate Applicants are expected to have a solid experience in handling Job related tasks
Product Owner, Equity Options - Assistant Vice President Applicants are expected to have a solid experience in handling Equity Options - Assistant Vice President related tasks
Middle East LP Client Coverage: Fixed Income & Private Markets Capital Introduction Group Applicants are expected to have a solid experience in handling Job related tasks
Private Equity Fund Accounting - Vice President - Fund Services Applicants are expected to have a solid experience in handling Job related tasks
Director (AVP) - Voluntary Corporate Actions Operations Applicants are expected to have a solid experience in handling Job related tasks
Active Trader Relationship Manager Applicants are expected to have a solid experience in handling Job related tasks
Test Automation Specialist (AI) Applicants are expected to have a solid experience in handling Job related tasks
Post Production Support, 1L Fin Crimes, Director, Wealth Management Applicants are expected to have a solid experience in handling 1L Fin Crimes, Director, Wealth Management related tasks
Registered Client Service Associate Applicants are expected to have a solid experience in handling Job related tasks