Private Wealth Management Asia, Relationship Manager, Greater China Team
Private Wealth Management Asia, Relationship Manager, Greater China Team
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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 Firms employees serve clients worldwide including corporations governments institutions and individuals.
I. PRIVATE WEALTH MANAGEMENT (PWM) ASIA
Private 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 firms 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:
- Bachelors 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 preferred
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 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.
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.
Required Experience:
Manager
Employment Type
Full-Time
