Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with 50 years of history, a presence in 24 countries, and a total of $1.7 trillion in assets under management as of March 31, 2025. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Description: The successful candidate will report to Head of China Institutional Sales MSIM and Head of APAC Global Liquidity Solutions Product Specialist to support the business development, provide analytical, product and sales operational support to facilitate the sales effort and response to client interactions. The individual will work closely with senior sales and client management to provide analytical, product and sales operational support to facilitate the sales effort and response to client interactions. The individual should ideally have proven experience in Asset Management, Banking and/or Sales/ Distribution experience.
Primary Responsibilities: Key Areas Of Responsibility Include And Not Limited To
- Assist with managing the client relationship management database
- Assist with the account opening process for new investors
- Monitor client flows in/out of our funds
- Work on qualitative materials and data analytics for request for proposals (RFP) and due diligence questionnaires
- Prepare customised material for client presentations
- Respond to ad hoc requests from clients
- Act as the main point of contact with internal Compliance teams and Legal teams
- Prepare pipeline and sales activity reporting
- Provide accurate, responsive translation to internal stakeholders, including enquiries and documentations
Qualifications: - 3+ years of relevant e xperience of Investment Management business with proficient product knowledge preferred
- Ability to manage multiple tasks simultaneously and effectively project manage his/her assignments meeting all deadlines
- Highly detail-oriented, self-starter and team player, with the ability to maintain accuracy and effectiveness while working in a high-pressure and fast-paced environment
- Strong organisational and analytical skill and excellent verbal and written communication and interpersonal skills
- Strong team player with a growth mindset and focus on continuous improvement
- Must be fluent in English and Mandarin with written (simplified and traditional) Chinese, proficient in Cantonese also 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 - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll 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. There's 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.