Asia Wealth Management, Client Service Manager, Associate/ Director, Singapore

648 MS Bank Asia Ltd (SG); Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

Morgan Stanley Private Wealth Management Asia seeks a Client Service Manager to support Investment Representatives and clients. You will manage client documentation, trade booking, settlements, and regulatory compliance, coordinating with multiple business units to resolve queries and ensure policy adherence.

The role requires fluency in English and Mandarin, a 4+ year track record in private banking, and CACS Paper 1 and 2, with strong communication skills and meticulous attention to detail.

Qualifications

• Fluent in English and Mandarin.
• University graduate with minimum 4 years of relevant experience.
• Possesses CACS paper 1 and 2.
• Strong knowledge in Private Banking investment products (FX, Equities, Fixed Income, derivatives).

Responsibilities

• Trade booking and settlement.
• Settlement and funding issues resolution.
• Margin calls follow-up and collateral issues resolution.
• Transactional documentation (e.g., client suitability and eligibility).
• Ensure full awareness of and adherence to internal policies and procedures.
• Client servicing: Liaising with various Business Units to ensure client documentation complies with policies.

Skills

English & Mandarin

Private banking

Client servicing

Trade booking

Education

Bachelor's degree

CACS Paper 1&2

Job description

Company Profile

Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 747 offices in 42 countries.

As a market leader, the talent and passion of our people is critical to our success.

Together, we share a common set of values rooted in integrity, excellence and strong team ethic.

Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow.

A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile

Department Profile Morgan Stanley Private Wealth Management Asia is an integrated business within Institutional Securities.

We provide highly personalized, best-in-class investment advice, execution services and wealth management and banking solutions to Ultra High Net Worth individuals and families across the region.

About the Role

Client Service Manager serves as an important team support staff for both the Investment Representative and clients. You will provide support in a series of core functions: Client Servicing: Liaising with various Business Units to ensure client documentation complies with policies and procedures Ensure all client queries are promptly followed up and resolved Client order taking Understanding clients overall relationship with the bank

Operational Responsibilities

• Trade booking and settlement
• Settlement and funding issues resolution
• Margin calls follow-up and collateral issues resolution
• Transactional documentation (e.g., client suitability and eligibility)
• Ensure full awareness of and adherence to internal policies and procedures

Administrative responsibilities

• Ensure administrative tasks are completed. Eg, travel / hotel bookings, expense claims, mailing of marketing materials.

Skills Required

• Fluent in English and Mandarin (due to business needs)
• University graduate with minimum 4 years of relevant experience
• Possesses CACS paper 1 and 2
• Strong knowledge in Private Banking investment products. Eg, FX, Equities, Fixed Income, derivatives.
• Detailed and meticulous
• Ability to multi-task
• Works efficiently in a fast-paced environment
• Willing to work outside of normal work hours as required
• Proactive team player with keen interest in private banking industry
• Excellent communication and interpersonal skills

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. 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. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.