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Private Wealth Management Asia, Client Services Manager ( night shift)

Employer
Morgan Stanley
Location
Hong Kong, Hong Kong
Salary
Competitive
Closing date
Mar 31, 2023

View more

Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
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: https://www.morganstanley.com/people-opportunities/eeo .

About the Role
Client Service Manager(CSM) works closely with the Investment Representatives (IR) to manage client relationship 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:

Responsibilities

Night shift (overseas market hours: 7 pm - 4 am / 8 pm - 5 am) and holiday coverage required

Handle various products included cash equities, FX, fixed income, exchange traded derivatives and structure product

Handle trade execution and monitoring and maximize best execution of orders for clients / RMs

Liaise with Operations to ensure the trade allocation and settlement are completed smoothly

Communicate with RMs and clients across different regions in Asia who invest in overseas markets such as US, Europe, & etc. with market information, flows, price moves and general queries

Liaise with internal and external counterparties to ensure high standard of client services and relationships is maintained to generate new business opportunities for RMs

Work closely with other traders in maintaining and enhancing the execution process, analyzing the current market conditions, leveraging in-house trade ideas and providing market colors

Keep up to date on regulatory requirements and control standards

Perform suitability risk monitoring, ensure trade executions are adhered to the risk management & monitoring framework, and in accurate and efficient manner

Other duties include daily transaction margin checking, portfolio / client data checking, perform risk disclosure to clients.

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