Asia Wealth Management, Client Service Manager, Hong Kong

474 MS Services Group, Inc.; Hong Kong; On-site; HKD 500,000 - 800,000; Full time

Job summary

Dormont Manufacturing Co is seeking a Client Service Manager in Hong Kong to manage relationships with Ultra High Net Worth clients. You will execute investment transactions, handle client enquiries, and ensure compliance with internal policies.

The ideal candidate will have a university degree in Finance, relevant client service experience, and be fluent in English, Cantonese, and Mandarin. This role requires attention to detail, strong communication skills, and the ability to work in a fast-paced environment.

Qualifications

• University graduate in Finance or related disciplines.
• Relevant client service experience in wealth management or private banking industry.
• Good knowledge of wealth management and private banking investment products and operations.

Responsibilities

• Manage client relationships and deliver private wealth management services.
• Execute banking and investment transactions for clients.
• Conduct pre-trade checks on product suitability.

Skills

Wealth management knowledge

Client service experience

Communication skills

Detail-oriented

Multi-tasking ability

Education

University degree in Finance or related disciplines

Certified Private Wealth Professional (CPWP)

Job description

About the Firm

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.

About the Division

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.

About the Role

Client Service Manager (CSM) works closely with the Investment Representatives (IR) to manage client relationship and deliver a wide range of private wealth management services to Ultra High Net Worth clients.

Key Responsibilities

• 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
• 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 feedback
• Collect and prepare account opening documentation, 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 in compliance 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, Skills & Requirements

• University graduate in Finance or related disciplines
• Relevant client service experience in wealth management or private banking industry
• Good knowledge of wealth management and private banking investment products and operations
• Certified Private Wealth Professional (CPWP) designation is preferred.
• Flexible, detail‑oriented and meticulous
• Ability to multi‑task and work efficiently in a fast‑paced environment
• Excellent communication and client service skills
• Proficiency in both spoken and written English, Cantonese and Mandarin

Please note that this role/position falls within the scope of the Hong Kong Mandatory Reference Checking Scheme whereby applicants will be required to undergo reference checks from your previous and /or current employers (Authorized Institutions) covering the past seven years. For more information, please see link (or a copy of FAQs for In‑Scope Individuals is available upon request).

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit https://www.morganstanley.com/people-opportunities/eeo.