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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 Representative 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 is comply with policies and procedures - Ensure all client queries are promptly follow up and resolved - Client order taking - Understanding clientâ€™s 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) Policies and Procedures: - 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.*LI-GK2
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 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