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Asia Wealth Management, Sales Management Office - Director / Vice President

Morgan Stanley
Hong Kong, Hong Kong
Closing date
Dec 6, 2023

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
About the Firm

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking,
securities, wealth management and investment management services. With offices in 42 countries, the firm's
employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit

About the Division

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.

About the Role

This role will work under Sales Marketing & Management Office and is responsible for deriving client strategy, conducting business planning and monitoring, facilitating business opportunities as well as conducting client intelligence. The hire will cover specific country team from prospecting, new hires and account onboarding management and risk & control escalation. In addition, collaborate with different stakeholders to carry out strategic business actions & directions.

Key Responsibilities
  • Unveil sales opportunities and customer insights in providing strategic business solutions
  • Collaborate with different internal stakeholders to carry out strategic business actions with sales team
  • Support sales management projects to facilitate continuous business performance uplift


Qualifications, Skills & Requirements
  • Bachelor's degree, in Business / Economics / Mathematics or related field. Advanced degree preferred.
  • Banking experience in sales / sales management related preferred
  • Experience in project coordination with different stakeholders
  • Strong communication, analytical, organizational, interpersonal skills are required
  • Highly skilled in Excel or other analytical tools
  • Strong English and proficient Chinese (reading and writing) are mandatory
Licenses and Registrations (definite advantage)
  • HKMA License - Type 1
  • CPWP

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