PWM Asia, Investment Management Services, Advisory Platform Manager
Morgan Stanley
Hong Kong, Hong Kong
11天前
source : eFinancialCareers Ltd.

Morgan Stanley is a leading global financial services firm providing investment banking, securities, investment management and wealth management services.

With offices in more than 42 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals.

Morgan Stanley Private Wealth Management ( PWM ) 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.

Investment Management Services ( IMS ) Team cover the full spectrum of Fee-based products related activities for PWM Asia Clients, including Funds sourcing and due diligence, product on-

boarding, marketing and after sales support, product monitoring, and operational support. IMS team also manages discretionary portfolios across asset classes and leads other initiatives such as insurance referrals and lending program for PWM Asia clients.

Reporting to the Head of Investment Management Services, you will be responsible in establishing the Investment Advisory Platform for the PWM business.

Primary responsibilities will include :

  • Overseeing all aspects of setting up of the Advisory platform
  • Providing strategic direction regarding the implementation of Advisory products
  • Contributing towards the development of the platform and delivery of a long term growth strategy
  • Managing relationships with internal and external stakeholders (including but not limited to distributors, regulators, and infrastructure support vendors).
  • Working actively and collaboratively across departments and colleagues in the enlarging of investment activities in portfolio basis
  • Qualifications :

  • Degree holder in Finance or Business related disciplines
  • Minimum of 4 years’ experience in operation / project management in the investment advisory industry
  • Previous experience in setting up new asset management platform in Hong Kong is highly preferable
  • Good ethic and strong in handling compliance matters for asset management or fund house
  • MUST previously / recently be registered under SFC type 4 & 9 license preferable as Responsible Officer
  • Good financial market knowledge and strong compliance sense
  • Proficiency in written and spoken English & Chinese
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