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
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.
About the Role
Management Client Service Manager (MCSM) partners closely with Investment Representatives (IRs) to manage client relationships and deliver a broad range of private wealth management services to Ultra High Net Worth (UHNW) clients.
Key Responsibilities
Trading & Execution Support (Primary Focus)
- Execute a wide range of banking and investment transactions, including equities, fixed income, foreign exchange (FX), OTC derivatives, mutual funds, alternative investments, deposits, and lending products.
- Conduct pre-trade suitability checks and ensure all required client disclosures are completed.
- Monitor and follow up on trade executions, process trade bookings, manage post-trade documentation, and oversee settlement activities.
- Monitor margin utilization and coordinate margin call management.
Client Service & Account Management
- Process clients' inward and outward asset transfer requests.
- Respond to client enquiries and address feedback in a timely and professional manner.
- Collect and prepare account opening documentation, perform KYC and due diligence reviews, and coordinate with internal stakeholders to facilitate account opening.
- Conduct periodic reviews of client profiles, documentation, and investment risk profiles to ensure compliance with internal policies and regulatory requirements.
- Handle ad hoc client requests, including contact detail updates, portfolio statement requests, research report requests, and Matrix online registration.
Business Support & Process Improvement
- Provide administrative support to IRs, including client meeting coordination, business travel arrangements, and expense reimbursement.
- Participate in initiatives to enhance operational efficiency and streamline workflows.
Qualifications, Skills & Requirements
- Bachelor’s degree in finance or related discipline.
- Relevant client service experience within wealth management or private banking, including trade execution responsibilities.
- Experience executing high-volume, time-sensitive trade orders across multiple asset classes.
- Strong knowledge of private banking products, wealth management solutions, and related operational processes.
- Detail-oriented, organized, and able to work accurately under pressure.
- Ability to manage multiple priorities and perform effectively in a fast-paced, team-oriented environment.
- Excellent interpersonal, communication, and client service skills.
- Proficiency in spoken and written English and Mandarin.
- Flexibility to support early morning, lunchtime, after-hours, and/or public holiday trading coverage when required.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo .