In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Private Wealth Management Asia, Assistant Relationship Manager (Client Solutions and Support), Hong Kong
April 28, 2021
Morgan Stanley has been serving ultra-high net worth individuals, corporates and asset owners in Asia for over 30 years. Leveraging strong connectivity to Morgan Stanley's renowned Investment Bank, Morgan Stanley Private Wealth Management Asia delivers the global resources, product expertise and personalized service needed to address the complex challenges of managing significant wealth:
Alternatives & Privates
Capital Markets Access
Why Morgan Stanley? Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, our employees serve clients worldwide including corporations, governments, institutions and individuals.
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.
You'll find that the competitive compensation packages with benefits, the established career paths and our culture and values all make Morgan Stanley a great place to develop your career.
Morgan Stanley is an Equal Opportunity Employer. Learn more at: https://www.morganstanley.com/people-opportunities/eeo .
About the Role
This role is to manage client relationship and deliver a wide range of private wealth management products and services including corporate solutions to Ultra High Net Worth and High Net Worth investors. You will provide support to a series of core functions:
Client Solutions and Support - Establish and manage relationship to establish long term connections with Morgan Stanley by leveraging our brand, institutional platform and network - Provide tailored solutions and support to clients according to their investment profiles - Ensure compliance on regulatory requirements, a strong risk and control culture, and an effective operational and administrative service
Client Onboarding and Account Maintenance:
- 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
Investment Evaluation and Execution - Manage trade orders and 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