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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.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.
You will provide support to a series of core functions : Order Taking and Account Transactions : - 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 clients
Other Responsibilities : - Provide administrative support to IRs on client meeting and business trip arrangement and expense reimbursement.