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Private Wealth Management Asia, Talent Learning Specialist Hong Kong

Morgan Stanley

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Private Wealth Management Asia, Talent Learning Specialist Hong Kong

Intermediate (3-6 years)


Technical Skills

  • Investment Advisory
  • Investment Management
  • Microsoft Excel
  • Microsoft Powerpoint
  • Microsoft Word
  • Wealth Management

Job Description

Private Wealth Management Asia, Talent Learning Specialist Hong Kong

Location: Non-Japan Asia-Hong Kong-Hong Kong-Hong Kong

Company Profile
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from 747 offices in 42 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile
Morgan Stanley Private Wealth Management Asia is an integrated business within Institutional Securities. We provide highly personalized, best-in-class investment advice, execution services and wealth management and banking solutions to Ultra High Net Worth individuals and families across the region.

PWM Asia Talent Learning Specialist is responsible for design, development and delivery of onboarding and ongoing training to enhance the competency of PWM Sales and Non Sales employees. As part of the Talent Development Team, the Talent Learning Specialist will partner with Branch Administration, COO and Sales Management Office to strategize on how to improve overall training content and delivery, and to ensure the bank meet/exceed regulatory requirements.


       Identify training courses that are relevant to new hires/ existing PWM colleagues; outline the course requirement, rationale, goals and objectives

       Deliver effective and interactive training sessions and encourage involvement (e.g. quiz, Q&A) for both skills and value based training

       Review PWM colleagues’ learning performance and progress through evaluations, assessments, observations and one on one meetings

       Work closely with Subject Matter Experts to develop, maintain and update training materials

       Keep up to date on knowledge of updated workflow policies, procedures, products and systems, HKMA/MAS circular and industry needs

       Promote Morgan Stanley PWM core values through coaching and mentoring especially to new hires

       Liaise with L&D Team to prepare training schedules and materials; to ensure proper set up of venue and hardware; to update and maintain training records

       Utilize feedback to evaluate training effectiveness, identify training gaps, and recommend new ideas to enhance the training curriculum and the development of new programs

       Travel to facilitate and deliver training in other locations (e.g. Singapore), as needed

       Perform other duties or special projects as assigned



       Bachelor’s degree is required

       3 to 5 years of private banking experience working in a client servicing role with strong knowledge of PWM products

       Good knowledge of banking systems, regulations, policies, and procedures

       Ability to express ideas clearly, confidently, and effectively in both verbal and written communication

       Demonstrate ability to provide coaching and training to all levels of employees, including senior management and sales

       Strong interpersonal and presentation skills, and the ability to work in a multi-function team

       Excellent PC skills, including PowerPoint, Word, Excel and SharePoint

       Excellent analytical, organizational, leadership, public speaking and problem-solving skills

       Strong integrity with a risk and control mindset, experience complying in a banking environment governed by HKMA/MAS

       Command of English, knowledge of Mandarin or other Asian languages is strongly preferred

       CPWP is a definite advantage

       Flexibility to travel, as needed

Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelBachelor
LanguageEnglish, Mandarin (Putonghua)
Morgan StanleyInvestment Banking and Brokerage

Level 46 International Commerce Centre 1 Austin Road West Kowloon Hong Kong SAR

directions_walk21 mins walk from Austin MTR Station