UHNWI Wealth Client Services Lead

Morgan Stanley

Hong Kong

On-site

HKD 600,000 - 800,000

Full time

14 days+

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Job summary

Morgan Stanley in Hong Kong is seeking a Client Service Manager to partner with Investment Representatives in delivering private wealth management services to Ultra High Net Worth clients. The role emphasizes strong client service, onboarding and trade support.

The ideal candidate has wealth management or private banking background, multitasking ability, and fluent English, Cantonese and Mandarin, with CPWP preferred. Join a globally connected team with comprehensive benefits.

Qualifications

Must have client service experience in wealth management or private banking.
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 English, Cantonese and Mandarin.

Responsibilities

Execute a range of banking and investment transactions for clients.
Conduct pre-trade checks on product suitability and disclosures.
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 documentation, perform KYC and due diligence.
Conduct regular reviews on account profile and investment risk to ensure compliance.
Handle ad hoc requests and provide administrative support to IRs.