Asia Wealth Management Client Service Manager

Company Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 747 offices in 42 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile

Morgan Stanley Private Wealth Management Asia is an integrated business within Institutional Securities. We provide highly personalized, best-in-class investment advice, execution services and wealth management and banking solutions to Ultra High Net Worth individuals and families across the region.

About the Role

Client Service Manager serves as an important team support staff for both the Investment Representative and clients. You will provide support in a series of core functions:

Client Servicing:

• Liaising with various Business Units to ensure client documentation complies with policies and procedures
• Ensure all client queries are promptly followed up and resolved
• Client order taking
• Understanding clients overall relationship with the bank

Operational Responsibilities:

• Trade booking and settlement
• Settlement and funding issues resolution
• Margin calls follow-up and collateral issues resolution
• Transactional documentation (e.g., client suitability and eligibility)
• Ensure full awareness of and adherence to internal policies and procedures

Administrative responsibilities:

• Ensure administrative tasks are completed. Eg, travel / hotel bookings, expense claims, mailing of marketing materials.

Skills Required:

• Fluent in English and Mandarin (due to business needs)
• University graduate with minimum 4 years of relevant experience
• Possesses CACS paper 1 and 2
• Strong knowledge in Private Banking investment products. Eg, FX, Equities, Fixed Income, derivatives.
• Detailed and meticulous
• Ability to multi-task
• Works efficiently in a fast-paced environment
• Willing to work outside of normal work hours as required
• Proactive team player with keen interest in private banking industry
• Excellent communication and interpersonal skills

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.