Private Wealth Management Asia, Product Owner, CTB, Vice President, Hong Kong

Morgan Stanley • Full Time • Hong Kong, HK • 7h ago

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 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.

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. The Project Management Team is responsible for managing the transformation agenda of the business by developing solutions along with our technology and functional groups to generate value and targeted business outcomes.

Responsibilities

Develop strategic and tactical solutions for Client Portfolio Accounting. Scope of work may include:

Establish project scope and define business needs with stakeholders and various other functional groups.
Perform business analysis, user story preparation, determine workflow and provide recommendations on system and process enhancements and data governance design.
Build/ enhance client report system platforms.
Manage and undertake end-to-end project tasks from feasibility study, requirement analysis/documentation, and UAT management (including UAT test script) to implementation support.
Evaluate project performance post implementation and resolve any production issues together with stakeholders.
Project planning and management
Responsible for mapping out project timeline and path to execution.
Track project and ensure all projects are delivered on-time, within scope and within budget
Preparation of project communication materials including but not limited to status updates and steering committee presentations.
Monitor all deliverables and dependencies.
Responsible for communication to all stakeholders on status and timeline. Act as chair for working groups.
Manage and reconcile conflicts on resource and expectations between stakeholders. Responsible for escalation when required.

Requirements

University degree with majoring in business, finance, IT or related disciplines
Minimum 8 - 10 years of practical experience in project management (related to Banking and/ or Finance Change Management is an advantage)
Knowledge in client statements, system and process enhancements, and data governance design
Experience in Agile development practice a plus.
Strong project management, people management and influencing and analytical skills.
Strong understanding of banking business and products
Big picture thinkers but can speak to technical details.
Solution focused mindset. Experimental and flexible.
Good command of written and spoken English.
Good communication and interpersonal skills
Detail oriented, hard-working and able to work under pressure and deadline driven.
Mature, self-motivated, proactive, with a passion for excellence.
CPA holders with knowledge in client or regulatory reporting would be advantageous

What You Can Expect From Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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 opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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