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 www.morganstanley.com.
About the Division
Morgan Stanley Private Wealth Management Asia is an integrated business within Institutional Securities. We provide highly personalized, best-in-class investment advice, execution services and wealth management and banking solutions to Ultra High Net Worth individuals and families across the region. The Project Management Team is responsible for managing the transformation agenda of the business by developing solutions along with our technology and functional groups to generate value and targeted business outcomes.
Key Responsibilities
- Generate additional FX trading revenues by having direct client engagement
- Grow the client base of active FX trading clients with our Investment Representatives (IRs)
- Serving our premium clients with additional value-added services
- Advise and develop FX investment strategy that aims to meet clients' objectives, needs and risk profiles
- Partner with FX Execution and Advisory (MSI) team, generate daily actionable FX trade ideas and place orders to the MSI desk for execution.
- Coverage includes both HK and SG based clients.
- The role will sit along with our Investment Representatives and Investment Counsellors in Hong Kong
- Ensure the wealth management process is compliant with regulatory requirements and Firm policies
Qualifications, Skills & Requirements - University degree, preferably in Finance or related disciplines
- 8 - 10 years of relevant experience in FX execution/Direct Access role with Private Wealth Management
- Prior wealth management sales or institutional sales experience advantageous
- Strong knowledge on FX investment products with hands-on track record
- Drive to succeed in a small and supportive team-setting
- Ambitious and highly self-motivated individuals
- Good communication and presentation skills
- Proficiency in both spoken/written English 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.