Morgan Stanley

Private Wealth Management Asia, Executive Solutions Specialist, Hong Kong

Morgan Stanley
Full Time
West Kowloon
Non-specified
Intermediate (3-6 years)
Non-specified
English, Cantonese, Mandarin (Putonghua)

Job Description

Private Wealth Management Asia, Executive Solutions Specialist, Hong Kong

Location: Non-Japan Asia-Hong Kong

Department Profile
Morgan Stanley Private Wealth Management Asia provides highly customized financial advice, investment solutions and brokerage services to individuals, families and foundations. As Morgan Stanley’s premier service for individuals and families with significant means, we specialize in providing our clients with custom-tailored financial solutions and a level of sophistication and access to expertise and investments typically reserved for large corporations, financial institutions and governments.

Responsibilities

The primary responsibilities for this role include:

- Being the point of contact for enquiries relating to custody, service, and monetization for concentrated/connected-party stakes
- Lead the coordination of transactions related to concentrated/connected-party positions by partnering closely with internal partners and other product teams/business units as necessary
- Front-to-back execution support including documentation, account setup, trade support, reporting, and coordinating any required special approvals
- Build centralized PWM knowledge & expertise to handle these transactions and be the central point of contact for transactions initiated by other business units requiring PWM support
- Establish and ensure effective compliance to procedures/controls, including relevant PWM and compliance checks
- Completing ad-hoc project tasks

Qualifications

- 5 years’ experience in a sales support/client servicing role within private banking
Conversant and knowledgeable about margin related matters
- Prior exposure to insurance, connected-parties positions (including ADR conversions), or capital markets transactions
- Track record to work independently and coordinate stakeholders and management in fast-paced environment to facilitate transactions
- Proficient in English, Cantonese and Mandarin (Mandarin speaking & reading is a must)


Technical Skills

  • Capital Markets
  • Financial Advising
  • Trade Support
  • Wealth Management