Private Wealth Management Asia, Product Due Diligence, Manager / Senior Manager,
Morgan Stanley
Hong Kong
7天前

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 more than 1,200 offices in 43 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.

Job Responsibilities

  • Support Markets Strategies and Investments (MSI) Team to manage the product shelf including ongoing monitoring, management reporting, pricing activities and prospectus management
  • Perform due diligence on new and existing products (e.g. Conduct financial statement analysis on bond’s issuers or listed company, analyze complexity of instruments and related structured products, including equity, bond or ETF etc.)
  • Monitor market intelligence from various sources including market research reports, trading data and investment seminars etc.
  • Work closely with other product specialists to keep abreast of the regulatory / internal policy changes, market trend and product development to maintain competitiveness of product offerings
  • Address investment risk and regulatory issues pertaining to cross asset classes of investment products and their suitability to ensure the alignment of risk profile and regulatory requirements
  • Conduct analysis in relation to the full product life cycle including product design, materials and flows to ensure compliance with regulation and internal requirements
  • Provide product training to sales and other stakeholders to raise awareness and promote culture
  • Participate in product related projects to enhance process
  • Qualifications

  • University graduate with degree in Accounting, Finance, Economics or related disciplines
  • 3 to 5 years of relevant experience in a bank, preferable in private banking / wealth management with comprehensive knowledge in products (e.
  • g. in Fixed income, equity, structured products, alternative investments, OTC derivatives)

  • Possess strong spreadsheet skills and experience in assessing investment values from private banking perspective
  • Attention to detail, ability to analyze risk and regulatory issues to products and business models
  • A team player with strong analytical, problem-solving, communication and interpersonal skills
  • Able to work independently and under pressure
  • Proficient in both spoken and written English, fluent in Cantonese / Mandarin is a definite advantage
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