Private Wealth Management Asia, Relationship Manager, Greater China Team at Morgan Stanley

, Hong Kong, China -

Full Time

Start Date

Immediate

Expiry Date

12 Apr, 26

Salary

0.0

Posted On

12 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Investment Strategy, Sales, Marketing, Regulatory Compliance, Quantitative Analysis, Communication Skills, Investment Products, Consultative Sales, Risk Management, Financial Analysis, Business Development, Team Collaboration, Diversity and Inclusion, Client Needs Assessment, Ultra High Net Worth Clients

Industry

Financial Services

Description

- 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. - 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 - Effective communication skills in Chinese, English and Mandarin (depending on the market coverage) - CPWP (Certified Private Wealth Professional) and CFA preferred Please note that this role/position falls within the scope of the Hong Kong Mandatory Reference Checking Scheme whereby applicants will be required to undergo reference checks from your previous and /or current employers (Authorized Institutions) covering the past seven years. For more information, please see “link” (or) a copy of FAQs for In-Scope Individuals is available upon request. 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. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. 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.

Responsibilities

The Relationship Manager will understand client needs and develop long-term relationships while advising on investment strategies. They will also contribute to sales and marketing initiatives and ensure compliance with local regulations.