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: https://www.morganstanley.com/people-opportunities/eeo .
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. You will provide support to a series of core functions:
Order Taking and Account Transactions:
- 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
Client Onboarding and Account Maintenance:
- 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
Other Responsibilities:
- Provide administrative support to IRs on client meeting and business trip arrangement and expense reimbursement.
- Participate in initiatives to streamline workflows
- 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
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