Private Wealth Management Asia, Relationship Manager, Greater China Team

Banking / Finance • Full Time • Hong Kong, HK • 9h ago

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 43 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals.

I. PRIVATE WEALTH MANAGEMENT (PWM) ASIA

Private Wealth Management (PWM) Asia provides highly customized financial advice, investment solutions and brokerage services to individuals, families and foundations with USD$35 million or more total net worth.

Within PWM, Investment Representatives (private bankers) are responsible for developing and managing relationships with Ultra High Net Worth and High Net Worth investors, and identify investment opportunities, evaluate and execute investment strategies.

IRs manage their own brokerage and asset management businesses with the support of the firm’s sales, trading, research and advisory resources.

Key Responsibilities

Understand client needs (individual, family, business) and develop long term client relationships
Keep updated with client profiles, investment objectives and risk appetite
Advise and develop investment strategy that aims to meet clients’ objectives, needs as well as risk profiles
Contribute to sales and marketing, prospecting and new product development initiatives
Aspire to achieve individual performance objectives, from client book development, sales /financials, to upholding risk/compliance culture
Have a comprehensive understanding of the local regulatory requirements of the investment advisory business and apply this knowledge appropriately
Implement and improve the quantitative analysis processes in the generation of comprehensive investment ideas, trade execution, and advanced strategies for Ultra High Net Worth (UHNW) clients in Asia, including individuals, family offices, etc.

Qualifications

Bachelor’s degree in Business Administration, Finance, Economics or related disciplines
6-10 years of experience in crafting and implementing business development and sales initiations, including consultative sales for a wide array of products
Solid understanding of investment products and strategy for UHNW clients
Excellent interpersonal skills
Effective communication skills in Chinese, English and Mandarin (depending on the market coverage)
CPWP (Certified Private Wealth Professional) and CFA preferred

Please note that this role/position falls within the scope of the Hong Kong Mandatory Reference Checking Scheme whereby applicants will be required to undergo reference checks from your previous and /or current employers (Authorized Institutions) covering the past seven years. For more information, please see “link” (or) a copy of FAQs for In-Scope Individuals is available upon request.

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.

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