Asia Wealth Management - Client Onboarding, Account Management Team, Vice President, Hong Kong
Morgan Stanley UK
Hong Kong, Hong Kong
Client onboarding
Aml/kyc regulations
Private wealth management
Perform supervisory review and sign off on onboarding requests, including checking of high-risk components
Job Summary
Perform supervisory review and sign off on onboarding requests, including checking of high-risk components.
Act as deputy to supervise and lead the client onboarding team, overseeing hiring, training, and the ongoing performance and development of team members.
Prepare monthly Management Information (MI) reporting/ statistics, and monitor team performance to ensure measurable targets are attained.
Matching Summary
Perform supervisory review and sign off on onboarding requests, including checking of high-risk components.
Skills & Requirements
Must-have
Client onboarding
AML/KYC regulations
Private wealth management
Quality control framework
Stakeholder management
Nice-to-have
Cross-functional coordination
Strategic guidance
Client experience enhancement
Team leadership
Risk mitigation
Key Requirements
Minimum 10+ years of experience
At least 2 years in a team lead or management role
Bachelor’s degree or equivalent education or experience