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
Client Service Representative (CSR) works closely with the Investment Representatives (IR) to manage client relationship and deliver a wide range of private wealth management services to High Net Worth clients.
Key Responsibilities
Execute a range of banking and investment transactions (e.g., equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments, deposits and loans) for clientsConduct pre-trade checks on product suitability and make relevant disclosures to clientsFollow up order executions and handle trade booking and settlementMonitor accounts’ margin usage and manage margin callsHandle clients’ inward and outward asset transfer requestsAnswer client enquiries and address client feedbacksCollect and prepare account opening documentations, perform KYC and due diligence, and work with internal departments to process account openingConduct regular reviews on account profile, documentation and investment risk profile to ensure they are current and in compliance with internal KYC policy and regulatory standardsHandle ad hoc requests such as contact change, portfolio statement request, research report request and Matrix online registrationProvide administrative support to IRs on client meeting and business trip arrangement and expense reimbursement.Participate in initiatives to streamline workflowsAbout 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
Client Service Representative (CSR) works closely with the Investment Representatives (IR) to manage client relationship and deliver a wide range of private wealth management services to High Net Worth clients.
Key Responsibilities
Execute a range of banking and investment transactions (e.g., equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments, deposits and loans) for clientsConduct pre-trade checks on product suitability and make relevant disclosures to clientsFollow up order executions and handle trade booking and settlementMonitor accounts’ margin usage and manage margin callsHandle clients’ inward and outward asset transfer requestsAnswer client enquiries and address client feedbacksCollect and prepare account opening documentations, perform KYC and due diligence, and work with internal departments to process account openingConduct regular reviews on account profile, documentation and investment risk profile to ensure they are current and in compliance with internal KYC policy and regulatory standardsHandle ad hoc requests such as contact change, portfolio statement request, research report request and Matrix online registrationProvide administrative support to IRs on client meeting and business trip arrangement and expense reimbursement.Participate in initiatives to streamline workflowsQualifications, Skills Requirements
University graduate in Finance or related disciplinesRelevant client service experience in wealth management or private banking industryGood knowledge of wealth management and private banking investment products and operationsFlexible, detail-oriented and meticulousAbility to multi-task and work efficiently in a fast-paced environmentExcellent communication and client service skillsProficiency in both spoken and written English, Cantonese and MandarinQualifications, Skills Requirements
University graduate in Finance or related disciplinesRelevant client service experience in wealth management or private banking industryGood knowledge of wealth management and private banking investment products and operationsFlexible, detail-oriented and meticulousAbility to multi-task and work efficiently in a fast-paced environmentExcellent communication and client service skillsProficiency in both spoken and written English, Cantonese and Mandarinfalse