Private Wealth Management Asia, Relationship Manager, Greater China Team

Job title: Private Wealth Management Asia, Relationship Manager, Greater China Team

Company: Morgan Stanley


Job description: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 43 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals.I. PRIVATE WEALTH MANAGEMENT (PWM) ASIAPrivate Wealth Management (PWM) Asia provides highly customized financial advice, investment solutions and brokerage services to individuals, families and foundations with USD$35 million or more total net worth.Within PWM, Investment Representatives (private bankers) are responsible for developing and managing relationships with Ultra High Net Worth and High Net Worth investors, and identify investment opportunities, evaluate and execute investment strategies.IRs manage their own brokerage and asset management businesses with the support of the firm’s sales, trading, research and advisory resources.Key Responsibilities:
– Understand client needs (individual, family, business) and develop long term client relationships
– Keep updated with client profiles, investment objectives and risk appetite
– Advise and develop investment strategy that aims to meet clients’ objectives, needs as well as risk profiles
– Contribute to sales and marketing, prospecting and new product development initiatives
– Aspire to achieve individual performance objectives, from client book development, sales /financials, to upholding risk/compliance culture
– Have a comprehensive understanding of the local regulatory requirements of the investment advisory business and apply this knowledge appropriately
– Implement and improve the quantitative analysis processes in the generation of comprehensive investment ideas, trade execution, and advanced strategies for Ultra High Net Worth (UHNW) clients in Asia, including individuals, family offices, etc.Qualifications:
– Bachelor’s degree in Business Administration, Finance, Economics or related disciplines
– 6-10 years of experience in crafting and implementing business development and sales initiations, including consultative sales for a wide array of products
– Solid understanding of investment products and strategy for UHNW clients
– Excellent interpersonal skills
– Effective communication skills in Chinese, English and Mandarin (depending on the market coverage)
– CPWP (Certified Private Wealth Professional) and CFA preferredWHAT 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.

Expected salary:

Location: Hong Kong

Job date: Tue, 11 Mar 2025 06:01:02 GMT

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