• Private Wealth Management Asia , Investment Representatives - Singapore Jobs in Hong Kong - 23738858

  • Morgan Stanley Pvt Ltd
  • Hong Kong
  • Save Job
  • 6 - 10 Years
  • Posted : above 1 month

Job Description:

Private Wealth Management Asia, Investment Representatives - Singapore Job Number3111110 Posting DateApr 25, 2018 Primary LocationNon-Japan Asia-Hong Kong-Hong Kong-Hong Kong Education LevelBachelors Degree JobWealth Management Employment TypeFull Time Job LevelVice President Description Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services With offices in more than 43 countries, the Firms employees serve clients worldwide including corporations, governments, institutions and individuals I PRIVATE WEALTH MANAGEMENT (PWM) ASIA Private Wealth Management (PWM) Asia provides highly customized financial advice, investment solutions and brokerage services to individuals, families and foundations with USD$35 million or more total net worth Within PWM, Investment Representatives (IRs) are responsible for developing and managing relationships with Ultra High Net Worth and High Net Worth investors, and identify investment opportunities, evaluate and execute investment strategies IRs manage their own brokerage and asset management businesses with the support of the firms sales, trading, research and advisory resources Key Responsibilities -Understand client needs (individual, family, business) and develop long term client relationships -Keep updated with client profiles, investment objectives and risk appetite -Advise and develop investment strategy that aims to meet clients objectives, needsas well as risk profiles -Contribute to sales andmarketing, prospecting and new product development initiatives -Aspire to achieve individual performance objectives, from client book development, sales /financials, to upholding risk/compliance culture -Have a comprehensive understanding of the local regulatory requirements of the investment advisory business and apply this knowledge appropriately -Implement and improve the quantitative analysis processes in the generation of comprehensive investment ideas, trade execution, and advanced strategies for Ultra High Net Worth (UHNW) clients in Asia, including individuals, family offices, etc Qualifications -Bachelors degree in Business Administration, Finance, Economics or related disciplines -6-10 years of experience in crafting and implementing business development and sales initiations, including consultative sales for a wide array of products -Solid understanding of investment products and strategy for UHNW clients -Excellent interpersonal skills -Effective communication skills in English and Mandarin (depending on the market coverage)

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Financial Services/Stockbroking
Functional Area : Banks/Insurance/Financial Services
Role : Banking -General
Salary : As per Industry Standards
Deadline : 31st Mar 2020

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