Private Wealth Management Credit Risk, Associate/ Analyst at Morgan Stanley

, Hong Kong, China -

Full Time

Start Date

Immediate

Expiry Date

26 Feb, 26

Salary

0.0

Posted On

28 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Credit Risk, Counterparty Coverage, Portfolio Analysis, Risk Mitigation, Due Diligence, Compliance, Collaboration, Mentoring, Securities-Based Lending, Margin Lending, Derivatives, Modeling Skills, Excel, Python, Communication Skills, Stakeholder Engagement

Industry

Financial Services

Description

Provide counterparty coverage for new credit limit request, annual limit review, docs negotiation, and margin call handling; Analyze client's portfolio under management, identify weakness in the account and design risk mitigants; Conduct due diligence on high-net-worth individuals and related entities across a variety of PWM transactions; Monitor and manage the Asia PWM Credit Risk portfolio on an ongoing basis; Develop, maintain and ensure compliance with all credit policies and procedures; Collaborate with other Credit Officers in the Hong Kong, Singapore and Mumbai offices; Provide guidance/mentoring for junior members of the team; Liaise with Credit Officers on the institutional counterparty side of the bank and in the US Wealth Management business, establish best practices as applicable to the region. Strong knowledge on securities-based lending product and margin lending policies (required for VP; preferred for Associate) Good product knowledge across derivatives asset classes, including equities, FX, interest rates, and credit instruments; Proven ability to work independently and engage effectively with senior stakeholders Strong modeling skills in Excel or Python, with a high sense of ownership and self-motivation Excellent communication skills—written, verbal, and visual—for presenting complex information clearly and effectively 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 role involves providing counterparty coverage for credit limit requests and conducting due diligence on high-net-worth individuals. Additionally, the associate/analyst will monitor and manage the Asia PWM Credit Risk portfolio and ensure compliance with credit policies.