Job Description - Private Wealth Management Asia, Client Services Manager (3180400) Job Number:
3180400 Posting Date:
Jan 3, 2025 Primary Location:
Non-Japan Asia-Hong Kong-Hong Kong-Hong Kong Education Level: Bachelor's Degree Job:
Employment Type: Full Time Job Level: Associate Description:
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: Flow Products Alternatives & Privates Financing Solutions Strategy Advisory Wealth Planning Capital Markets Access Cash Management 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:
here .
About the Role: Client Service Representative (CSR) works closely with the Investment Representatives (IR) to manage client relationships and deliver a wide range of private wealth management services to High Net Worth clients. You will provide support to a series of core functions: Order Taking and Account Transactions:
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 on order executions and handle trade booking and settlement. Monitor accounts’ margin usage and manage margin calls. Handle clients’ inward and outward asset transfer requests. Client Onboarding and Account Maintenance:
Answer client inquiries and address client feedback. Collect and prepare account opening documentation, 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. Other Responsibilities:
Provide administrative support to IRs on client meeting and business trip arrangements and expense reimbursement. Participate in initiatives to streamline workflows. Qualifications:
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. 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.
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