PWM Asia, Investment Counselor, FX Direct Access Client, Vice Predsident, Hong Kong

Hong Kong Job Openings

Morgan Stanley

FULL TIME

October 23, 2024

PWM Asia, Investment Counselor, FX Direct Access Client, Vice Predsident, Hong Kong

Job Number:
3260998

POSTING DATE: Oct 23, 2024

PRIMARY LOCATION: Non-Japan Asia-Hong Kong-Hong Kong-Hong Kong

JOB: Product Management

EMPLOYMENT TYPE: Full Time

JOB LEVEL: Vice President

DESCRIPTION

About the firm

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.

About the Division

Morgan Stanley Private Wealth Management Asia is an integrated business within Institutional Securities. We provide highly personalized, best-in-class investment advice, execution services and wealth management and banking solutions to Ultra High Net Worth individuals and families across the region. The Project Management Team is responsible for managing the transformation agenda of the business by developing solutions along with our technology and functional groups to generate value and targeted business outcomes.

Key Responsibilities

Generate additional FX trading revenues by having direct client engagement

Grow the client base of active FX trading clients with our Investment Representatives (IRs)

Serving our premium clients with additional value-added services

Advise and develop FX investment strategy that aims to meet clients’ objectives, needs and risk profiles

Partner with FX Execution and Advisory (MSI) team, generate daily actionable FX trade ideas and place orders to the MSI desk for execution.

Coverage includes both HK and SG based clients.

The role will sit along with our Investment Representatives and Investment Counsellors in Hong Kong

Ensure the wealth management process is compliant with regulatory requirements and Firm policies

QUALIFICATIONS

Qualifications, Skills & Requirements

University degree, preferably in Finance or related disciplines

8 – 10 years of relevant experience in FX execution/Direct Access role with Private Wealth Management

Prior wealth management sales or institutional sales experience advantageous

Strong knowledge on FX investment products with hands-on track record

Drive to succeed in a small and supportive team-setting

Ambitious and highly self-motivated individuals

Good communication and presentation skills

Proficiency in both spoken/written English and Mandarin

We regret to inform you that this job opportunity is no longer available as it has expired

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