PWM Asia, Investment Advisory Consultant, Hong Kong

  • Competitive
  • Hong Kong
  • Permanent, Full time
  • Morgan Stanley
  • 22 Jan 19

See job description for details

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.

Partner with Investment Representatives in developing and growing client relationships in investment aspects
Provide investment advisory services with tailor-made investment advices and multi- asset class wealth solutions to ultra-high net worth clients
Implement and establish PWM investment advisory platform while enlarging the investment activities in portfolio basis
Conduct regular financial reviews with the clients, identify any investment need and design customized strategies for asset allocations of the clients
Provide regular market updates and analysis to Investment Representatives and clients, and monitor client portfolios regarding performance and potential trade opportunities
Work closely with the internal product teams on product offerings and develop a high level of technical expertise
Maintain internal control standards and ensure compliance of regulatory requirements


Bachelor's degree in Finance, Economics or Business related disciplines
At least 5 years of experiences in investment advisory within private wealth management, specialization on ultra- high net worth clients will be a plus
Profound understanding on asset allocation techniques and investment strategies
Previous experiences in setting up new asset management platform is highly preferable
Concrete knowledge on private banking products including derivatives, alternative investments and managed solutions
Familiar with private banking rules and regulations, with the relevant investment licenses
Excellent communications skills in English, Mandarin and Cantonese, be able to read and write Chinese
Previously / recently be registered under SFC type 4 & 9 license, preferable as Responsible Officer
Chartered Financial Analyst, Certified Financial Planner or other relevant qualifications will be a plus