Private Wealth Management Asia, Markets Strategies and Investment, Investment Counsellor - Vice President / Senior Manager
Morgan Stanley
Hong Kong, Hong Kong
3天前
source : eFinancialCareers

Morgan Stanley has been serving ultra-high net worth individuals, corporates and asset owners in Asia for over 30 years. Leveraging strong connectivity to Morgan Stanley's renowned Investment Bank, Morgan Stanley Private Wealth Management Asia delivers the global resources, product expertise and personalized service needed to address the complex challenges of managing significant wealth :

Fund Investments

Alternatives & Privates

Wealth Planning

Capital Markets Access

Why Morgan Stanley?

Morgan Stanley (NYSE : MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.

With offices in more than 41 countries, our employees serve clients worldwide including corporations, governments, institutions and individuals.

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.

You'll find that the competitive compensation packages with benefits, the established career paths and our culture and values all make Morgan Stanley a great place to develop your career.

Morgan Stanley is an Equal Opportunity Employer. Learn more at :

https : / / www.morganstanley.com / people-opportunities / eeo.

Key responsibilities :

  • Research and analyze investment opportunities and ideas
  • Support IRs in understanding wealth management needs of individual, family and institutional clients and the development of long-term client relationships
  • Analyze and regularly update client portfolios, investment objectives and risk appetites
  • Develop and prepare marketing presentations
  • Proactively service client requests
  • Advise and develop investment strategy that aims to meet clients' objectives, needs and risk profiles
  • Ensure the wealth management process is compliant with regulatory requirements and Firm policies
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