PWM Asia, Investment Management Services (IMS) â€" Product Specialist, Vice President / Senior Manag

Morgan Stanley
Hong Kong, Hong Kong
May 21, 2022
Jun 02, 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: .

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.


Morgan Stanley Private Wealth Management provides highly customized and differentiated financing, investment and wealth planning solutions to ultra-high net worth entrepreneurs, corporates and asset owners in Asia. Leveraging on the Firm's global institutional securities, and wealth management footprint, and its renowned investment banking, capital markets and investment management capabilities, we build holistic relationship with clients and provide them with sophisticated advice, service and products.
Investment Management Services (IMS) is responsible for fee-based activity for PWM Asia, including product sourcing and due diligence, investment committee, product launch coordination, product documentation, marketing and trade processing, after-sales support and product monitoring. Fee-based products include mutual funds, hedge funds, private equity and real estate funds, as well as discretionary mandates.
Based in Hong Kong, IMS is seeking a highly self-motivated professional to drive sales and distribution activity.

Duties & Responsibilities

• Maintain a high level of ongoing product knowledge relating to managed products (e.g. mutual funds and alternative investments) and the broader managed product industry
• Maintain asset management network; assess and originate appropriate fund ideas for the PWM Asia distribution channel
• Collaborate with Product Due Diligence team to deliver product education, launch and introductions across the PWM platform
• Collaborate closely with PWM's sales representatives, investment consultants and internal stakeholders on fund ideas and sales campaigns
• Prepare marketing material including presentations, proposals, ideas and flyers
• Drive IMS product sales, distribution and marketing efforts in the region, with the objective of increasing product penetration and recurring revenues
• Participate in marketing initiatives including conferences, sales meetings, business trips and other client-focused activities (for ED: Drive marketing initiatives including conferences, sales meetings, business trips and other client-focused activities)
• For ED: Contribute to strategic development initiatives on behalf of IMS with PWM Management and Firm
• For ED: Manage a team of 1-2

Similar jobs

Similar jobs

  • You need to sign in to save