UHNW Private Wealth Client Service Lead

648 MS Bank Asia Ltd (SG); Singapore; On-site; SGD 100,000 - 180,000; Full time

Job summary

Morgan Stanley is seeking a Management Client Service Manager to partner with Investment Representatives and deliver private wealth management services to UHNW clients in Asia. The role spans trade execution, client onboarding, KYC reviews, and ongoing account management across multiple asset classes.

The successful candidate will coordinate with internal stakeholders, ensure regulatory compliance, and support operational efficiency.

Qualifications

• Bachelor’s degree in finance or related discipline.
• Relevant client service experience within wealth management or private banking, including trade execution responsibilities.
• Experience executing high-volume, time-sensitive trade orders across multiple asset classes.
• Strong knowledge of private banking products, wealth management solutions, and related operational processes.
• Detail-oriented, organized, and able to work accurately under pressure.
• Ability to manage multiple priorities and perform effectively in a fast-paced, team-oriented environment.
• Excellent interpersonal, communication, and client service skills.
• Proficiency in spoken and written English and Mandarin.
• Flexibility to support early morning, lunchtime, after-hours, and/or public holiday trading coverage when required.

Responsibilities

• Execute a wide range of banking and investment transactions across asset classes.
• Conduct pre-trade suitability checks and ensure client disclosures are completed.
• Monitor and follow up on trade executions and settlements.
• Manage client account opening documentation and KYC reviews.
• Conduct periodic reviews of client profiles and risk assessments.
• Handle ad hoc client requests and Matrix online registration.
• Provide administrative support to Investment Representatives and streamline workflows.

Skills

Interpersonal skills

Client service

Communication skills

English & Mandarin proficiency

Education

Bachelor’s degree in finance or related discipline

Job description

Morgan Stanley is seeking a Management Client Service Manager to partner with Investment Representatives and deliver private wealth management services to UHNW clients in Asia. The role spans trade execution, client onboarding, KYC reviews, and ongoing account management across multiple asset classes.

The successful candidate will coordinate with internal stakeholders, ensure regulatory compliance, and support operational efficiency.