• PWM Asia Business Integration Jobs in Singapore

  • Morgan Stanley Pvt Ltd
  • Singapore
  • Save Job
  • 3 - 5 Years
  • Posted : above 1 month

Job Description:

PWM Asia Business Integration

Job Number 3136918

Primary Location Non-Japan Asia-Singapore-Singapore-Singapore (Asia Pac)

Job Private Banking

Employment Type Full Time

Job Level Manager


PWM Asia Business Integration Team is responsible for client onboarding, new hire onboarding and CSR development As part of the Business Integration Team, the team member will partner with Branch Administration, COO and Sales and Marketing Management Office to strategize on how to improve and to enhance the overall onboarding process


Promote Morgan Stanley PWM core values through coaching and mentoring especially to new hires

Keep up to date on knowledge of updated workflow policies, procedures, products and systems, HKMA/MAS circular and industry needs

Work in close partnership with the Account Management Team, Global Financial Crimes, Corporate Security, Operations and Sales and Marketing Management Office to enhance the existing account opening process

Provide on-the-ground account opening support to new sales teams including NAO administration, account opening monitoring, escalation and reporting

Work in close partnership with LTE (Learning and Talent Engagement) team to organize both internal and external trainings And ensure licensed reps achieve their CPD hours

Work closely with Senior CSR Cluster Team leads to manage ongoing CSR training, engagement and career development

Utilize feedback to evaluate training effectiveness, identify training gaps, and recommend new ideas to enhance the training programs

Handle and manage account closures

Perform other duties or special projects as assigned



Bachelors degree is required

3 to 5 years of private banking experience working in a client servicing role with strong knowledge of PWM products

Good knowledge of banking systems, regulations, policies, and procedures

Ability to express ideas clearly, confidently, and effectively in both verbal and written communication

Demonstrate ability to provide coaching and training to all levels of employees, including senior management and sales

Strong interpersonal and presentation skills, and the ability to work in a multi-function team

Excellent PC skills, including PowerPoint, Word, Excel and SharePoint

Excellent analytical, organizational, leadership, public speaking and problem-solving skills

Strong integrity with a risk and control mindset, experience complying in a banking environment governed by HKMA/MAS

Command of English, knowledge of Mandarin or other Asian languages is strongly preferred

Passed CACS paper 1 and paper 2 examinations

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 : 28th Jan 2020

Key Skills:

Company Profile:

Morgan Stanley Pvt Ltdarfix

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