Investment Management - EMEA Client Relationship Management - Vice President

Morgan Stanley; Amsterdam; On-site; EUR 120,000 - 160,000; Full time

Job summary

Morgan Stanley in Amsterdam seeks a locally based Vice President to join the EMEA CRM team, serving as trusted relationship manager for Benelux clients and coordinating with Sales, Investment and Infrastructure teams.

The role focuses on implementing new business, servicing clients across segregated mandates and pooled vehicles, while navigating local regulatory requirements and ensuring a superior client experience.

Qualifications

• Minimum 7 years’ experience in asset management, banking, or financial services with client relationship focus.
• Experience with segregated mandates and pooled vehicles across public and private asset classes.
• Ability to collaborate with Sales teams and navigate regulatory environments.

Responsibilities

• Manage relationships with institutional clients and support long-term engagements.
• Coordinate onboarding, KYC/AML and documentation with internal partners.
• Support client requests, reporting, data feeds, and performance data delivery.
• Partner with local Sales to grow in-market client presence and mandate structures.
• Participate in client meetings, due diligence, and portfolio reviews.

Skills

Client relationship management

Regulatory knowledge

Cross-functional collaboration

Communication skills

English language

Dutch language

Education

Bachelor’s degree or equivalent

Job description

Amsterdam

Role Overview

The Client Relationship Management (CRM) team sits within Distribution (Sales & Marketing) and plays a core role in the management of client relationships across the full lifecycle — from onboarding through to ongoing servicing and strategic engagement. The team collaborates with clients and internal partners to anticipate client needs, solve challenges, and unlock the firm’s full capabilities to help them achieve their investment goals.

We are seeking to hire a locally based Vice President to join the EMEA CRM team, reporting directly to the Head of EMEA CRM. This individual will act as a trusted relationship manager and strategic partner to the Benelux Sales team, supporting key client relationships across the Benelux region.

The role is highly collaborative and client-facing, requiring close proximity to local Sales colleagues and clients, a strong understanding of local market dynamics and regulatory requirements, and the ability to support complex client needs across segregated mandates, pooled vehicles and multiple asset classes (public and private markets).

The role does not involve direct sales / asset gathering activity and is instead focused on implementing new business acquired by the Sales team and ensuring a superior experience for new and existing clients.

Key Responsibilities

Client Coverage & Relationship Management

• Act as a key contact for an assigned set of (primarily) institutional clients (e.g. insurance, pension and family offices), partnering closely with Sales colleagues to support the acquisition, development and servicing of long-term client relationships.
• Support clients invested across segregated mandates (SMAs) and mutual funds, across both public and private market strategies, with a strong understanding of differing operational, governance, and reporting requirements. Partner with Sales, Investment and Infrastructure teams (e.g. operations, legal & compliance, etc.) to:
• Facilitate client onboarding and amendment activities, KYC/AML (leveraging knowledge of local requirements), distribution of contractual and other documentation to clients and facilitation of responses
• Facilitate client outreach exercises, for example in the case of regulatory or business notifications
• Address client requests: reporting, data feeds, benchmark updates, exclusions, etc.
• Address client enquiries, coordinate responses, and ensure timely and high-quality delivery on client requests
• Facilitate operational account management
• Assist in the coordination and execution of complex client transactions and bespoke client requirements.
• Participate in and host client meetings, due diligence sessions, and portfolio review meetings as required.
• Serve as the key point of contact locally for reporting, performance data and regulatory documentation.

Sales Partnership & Local Market Expertise

• Operate as a close partner to local Sales teams, supporting client engagement in the local language(s) and strengthening MSIM’s in-market client presence.
• Demonstrate deep understanding of local client and regulatory requirements, market practices, and client expectations to ensure compliant and appropriate client solutions.
• Support new business initiatives by contributing CRM expertise to pitches, RFPs, onboarding discussions, and early-stage mandate structuring.

Governance, Risk & Controls

• Ensure client activity is managed in accordance with MSIM’s governance framework, internal policies, and regulatory obligations.
• Support the identification, escalation, and resolution of client issues, complaints, and risk incidents in partnership with relevant functional teams.
• Contribute to change management initiatives impacting clients, ensuring appropriate risk assessment and client outcomes.

Collaboration & Contribution to the CRM Function

• Work closely with colleagues across the full suite of internal functions to deliver an integrated client experience.
• Contribute to broader EMEA and global CRM initiatives, process improvements, and client experience enhancements.
• Demonstrate strong judgment, accountability, and a client-centric mindset while acting as a positive culture contributor.

Required Experience & Skills

• Minimum 7 years’ relevant experience within asset management, banking, or financial services, including client relationship management or client servicing roles.
• Strong understanding of institutional asset management, with experience across segregated mandates and pooled vehicles, across both public and private asset strategies.
• Demonstrated ability to support and manage client relationships in close partnership with Sales teams.
• Familiarity with local regulatory environments, market structures, and institutional client expectations in the Nordic region.
• Ability to operate effectively in a fast-paced, highly matrixed organisation with a dynamic approach to a variable and evolving workload
• Excellent interpersonal and communication skills, with the ability to engage credibly with senior clients and stakeholders.
• Strong organisational skills, attention to detail, and ability to manage multiple priorities.
• Bachelor’s degree or equivalent.

Language Skills

Fluency in English and Dutch is required.

What You Can Expect From Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.

Certified Persons Regulatory Requirements

If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Flexible work statement

Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

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.