Asia Wealth Management, Client Services Manager, Hong Kong

About the Role

Client Service Representative (CSR) 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.

Key Responsibilities

• Execute a range of banking and investment transactions (e.g., equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments, deposits and loans) for clients

• Conduct pre-trade checks on product suitability and make relevant disclosures to clients

• Follow up order executions and handle trade booking and settlement

• Monitor accounts' margin usage and manage margin calls

• Handle clients' inward and outward asset transfer requests

• Answer client enquiries and address client feedbacks

• Collect and prepare account opening documentations, perform KYC and due diligence, and work with internal departments to process account opening

• Conduct regular reviews on account profile, documentation and investment risk profile to ensure they are current and in compliance with internal KYC policy and regulatory standards

• Handle ad hoc requests such as contact change, portfolio statement request, research report request and Matrix online registration

• Provide administrative support to IRs on client meeting and business trip arrangement and expense reimbursement.

• Participate in initiatives to streamline workflows

Qualifications, Skills & Requirements

• University graduate in Finance or related disciplines

• Relevant client service experience in wealth management or private banking industry

• Good knowledge of wealth management and private banking investment products and operations

• Flexible, detail-oriented and meticulous

• Ability to multi-task and work efficiently in a fast-paced environment

• Excellent communication and client service skills

• Proficiency in both spoken and written English, Cantonese and Mandarin

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.