Asia Wealth Management, Client Service Manager (Trade Execution), Hong Kong

Morgan Stanley; Hongkong; On-site; HKD 600,000 - 800,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Supportive work environment

Opportunities for career growth

Job summary

A leading global financial services firm in Hong Kong is seeking a Client Service Manager to oversee private wealth management for Ultra High Net Worth clients. This role involves managing client relationships, ensuring high service standards, and collaborating with internal teams. The ideal candidate will possess investment product knowledge, regulatory compliance familiarity, and excellent communication skills in English and Chinese.

Qualifications

• 3-5 years relevant experience in Private Banking or Wealth Management.
• Excellent command of spoken and written English and Chinese (Mandarin and Cantonese).
• Familiar with local regulatory and compliance requirements.

Responsibilities

• Manage client relationships and deliver wealth management services.
• Liaise with Operations for trade allocation and settlement.
• Communicate with clients about market information and inquiries.

Skills

Investment product knowledge

Excellent communication

Risk management understanding

Detail-oriented

Education

Bachelor’s degree

Tools

Microsoft Office

Bloomberg

Reuters

Job description

2 days ago Be among the first 25 applicants

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.

Responsibilities

• Day shift (overseas market hours: 8am – 5pm / 11am – 8pm) and holiday coverage required
• Handle various products including equities, FX, fixed income, exchange‑traded derivatives, and structured products.
• Handle trade execution and monitoring and maximize best execution of orders for clients / IRs
• Liaise with Operations to ensure trade allocation and settlement are completed smoothly
• Communicate with IRs and clients across different regions in Asia who invest in overseas markets such as US and Europe with market information, flows, price movements and general queries
• Liaise with internal and external counterparties to ensure a high standard of client service
• Work closely with other traders in maintaining and enhancing the execution process, analyzing current market conditions, leveraging in‑house trade ideas and providing market color
• Keep up to date on regulatory requirements and control standards
• Perform suitability risk monitoring, ensure trade executions adhere to the risk management & monitoring framework and are performed in an accurate and efficient manner
• Other duties include daily transaction margin checking, portfolio / client data checking and performing risk disclosures to clients

Qualifications - External

• Bachelor’s degree with minimum 3-5 year's relevant experience in Private Banking or Wealth Management, with good understanding of investment products including cash equities, derivatives, FX and fixed income
• Excellent command of spoken and written English and Chinese (Mandarin and Cantonese)
• SFC/ HKMA licensed, familiar with local regulatory and compliance requirements
• Good knowledge of different markets, investment behavior and orientation
• Experience in handling trade execution and trading systems
• Excellent understanding of risk management and able to perform margin calls, if needed
• Knowledge of Microsoft Office, Bloomberg and Reuters, etc.
• Excellent communication and interpersonal skills, detail‑oriented, self‑motivated, able to work under pressure and independently with a minimum of supervision

What You Can Expect From Morgan Stanley

We are committed 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, committing 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, communities 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 and comprehensive 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
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 is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance and Sales

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