Private Wealth Management Asia, Account Management Team, Project and Change Management - Senior Mana

Morgan Stanley
Hong Kong, Hong Kong
01 Aug 2022
03 Aug 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
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

Fund Investments

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: .

Job description

About The Department
Morgan Stanley Private Wealth Management provides highly customized financial advice, investment solutions and brokerage services to 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.

Within Private Wealth Management the Account Management Team (AMT) has four distinct functions: AML Advisory, Client Account Opening, Client Account Maintenance and Projects. This position lies within the Project Team who are responsible for providing Management Information ("MI") to AMT functions, driving AMT process improvements, supporting the rollout of PWM Change the Bank projects, overseeing AMT remediation projects and ensuring effective governance of data provided for regulatory reporting.

About the Role
This role will support the Head of AMT Project with aligning Australia AMT policies, processes and procedures with PWM Asia AMT. The role will support the rollout of PWM Change the Bank Projects and procedure enhancements, AMT process improvements, and provide management information on core AMT tasks. The role will also support the scoping and enhancement of PWM Asia's Account Maintenance and Credit Application platforms, including support of a key business growth initiative.

Duties and Responsibilities
The ideal candidate will have Big 4, Consulting or Project Management Office experience within the financial services industry. Compliance / AML onboarding knowledge or experience at another top-tier Bank is also an advantage.
• Develop procedures for Australia AMT.
• Assist with defining local requirements to facilitate platform enhancements for key AMT processes.
• Assist with streamlining workflow processes and enhancing controls, work with stakeholders to conduct UAT and deliver training to support process rollout.
• Support Head of Australia AMT with enhancing regulatory reviews and processes that require Sales engagement and client outreach.
• Support process tracking, analysis, reporting and insights for AMT tasks and related projects.
• Support Head of Australia AMT with implementing audit and compliance testing team action plans.
• Conduct ad-hoc data analysis and implement data remediation actions as required.
• Collaborate with stakeholders in PWM Australia and PWM Asia on AMT processes and project co-ordination.
• Maintain project plans and governance.

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