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PWM Asia, Branch Administration Management - Project Associate, Hong Kong
February 20, 2021
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 1,200 offices in 43 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.
Morgan Stanley Private Wealth Management provides highly customized financial advice, investment solutions and brokerage services to ultra-high net worth individuals. Individuals, families and foundations. As Morgan Stanley's premier service for individuals and families with significant means, We specialize in providing our clients with custom-tailored financial solutions and a level of sophistication and access to expertise and investments typically reserved for large corporations, financial institutions and governments.
Duties & Responsibilities
Assist to drive and facilitate projects such as process and system change, workflow streamline, platform enhancements including UAT and training delivery to enhance business efficiency
Assist in maintaining project plans and governance frameworks to meet the needs of each unique project
Data tracking, reporting and analysis for Branch Administration Management related projects
Collect and reconcile feedback from sales representatives and relevant key stakeholders
Engage support functions to resolve BAU issues
Maintain and update manual / policies and procedures for Branch Administration Management
Collaborate with various internal stakeholders throughout all phases, conduct day-to-day liaison, communication and coordination
Handle ad hoc projects where assigned
Knowledge of private wealth management, industry regulations and best practices
Solid project management and organizational skills
Ability to multi-task and work efficiently in a fast-paced environment
Excellent analytical skill and resilience
Proficiency in both spoken and written English, Cantonese and Mandarin
Education and/or Experience:
University graduate required, Finance or related disciplines preferred
3-5 years' experience within Financial Services Industry, relevant experience gained from PWM is highly preferred
Prior experience or exposure to business projects is a definite advantage