Asia Wealth Management, Client Services Manager, Hong Kong

Responsibilities

• Execute a range of banking and investment transactions (, equities, fixed ie, FX, OTC derivative products, mutual funds, alternative investments, deposits and loans) for clients
• Conduct pre-trade checks on product suitability and make relevant disclosures to clients
• Follow up order executions and handle trade booking and settlement
• Monitor accounts' margin usage and manage margin calls
• Handle clients' inward and outward asset transfer requests
• Answer client enquiries and address client feedbacks
• Collect and prepare account opening documentations, perform KYC and due diligence, and work with internal departments to process account opening
• Conduct regular reviews on account profile, documentation and investment risk profile to ensure they are current and inpliance with internal KYC policy and regulatory standards
• Handle ad hoc requests such as contact change, portfolio statement request, research report request and Matrix online registration
• Provide administrative support to IRs on client meeting and business trip arrangement and expense reimbursement.
• Participate in initiatives to streamline workflows

Qualifications - External

Qualifications, Skills & Requirements

WHAT YOU CAN EXPECT FROM MORGAN STANLEY :

We aremitted to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas,mitting to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients,munities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive andprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce isprised of individuals drawn from a broad cross section of the globalmunities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strongmitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Job ID JR009689