Private Wealth Management Asia, Relationship Manager, Greater China Team

Morgan Stanley UK

Greater China
**
Ultra high net worth (uhnw) clients
Investment products and strategy
Local regulatory requirements
** Morgan Stanley is seeking a Relationship Manager for its Private Wealth Management Asia team, focusing on clients in Greater China. The role involves developing long-term relationships with Ultra High Net Worth clients, advising on investment strategies, and contributing to business development initiatives. **

Job Summary

  • 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.
  • Investment Representatives 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.
  • 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.

Matching Summary

Match Score: 75

** Morgan Stanley is seeking a Relationship Manager for its Private Wealth Management Asia team, focusing on clients in Greater China. The role involves developing long-term relationships with Ultra High Net Worth clients, advising on investment strategies, and contributing to business development initiatives. **

Skills & Requirements

Must-have

  • Ultra High Net Worth (UHNW) clients
  • Investment products and strategy
  • Local regulatory requirements
  • Quantitative analysis processes

Nice-to-have

  • Client relationship development
  • Sales and marketing initiatives
  • Risk/compliance culture

Key Requirements

  • 6-10 years of experience
  • Bachelor's degree in Business Administration, Finance, Economics or related disciplines
  • Excellent interpersonal skills
  • Effective communication skills in Chinese, English and Mandarin

Work Rights

Not specified

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