Private Wealth Management Asia, Relationship Manager, Greater China Team

Morgan Stanley

Greater China
On-site
Develop and manage uhnw client relationships
Identify investment opportunities
Evaluate and execute investment strategies
Morgan Stanley is seeking a Relationship Manager for their Private Wealth Management Asia team in Greater China. The ideal candidate will have extensive experience in business development and investment strategies for ultra-high-net-worth clients, alongside strong communication skills in Chinese and English

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

Matching Summary

Match Score: 85

Morgan Stanley is seeking a Relationship Manager for their Private Wealth Management Asia team in Greater China. The ideal candidate will have extensive experience in business development and investment strategies for ultra-high-net-worth clients, alongside strong communication skills in Chinese and English.

Skills & Requirements

Must-have

  • Develop and manage UHNW client relationships
  • Identify investment opportunities
  • Evaluate and execute investment strategies
  • Understand client needs and profiles
  • Advise on investment strategy
  • Local regulatory requirements knowledge

Nice-to-have

  • Contribute to sales and marketing initiatives
  • Implement quantitative analysis processes
  • Support from firm's resources

Key Requirements

  • 6-10 years of experience in business development and sales
  • Solid understanding of investment products for UHNW clients
  • Excellent interpersonal and communication skills
  • Effective communication in Chinese, English and Mandarin
  • Bachelor's degree in Business Administration, Finance, Economics or related disciplines

Work Rights

Not specified

Tailored Resume

Cover Letter