Private Wealth Management Asia, Client Service Representative, Hong Kong

  • Competitive
  • Hong Kong
  • Permanent, Full time
  • Morgan Stanley
  • 21 Mar 19

See job description for details

Company Profile
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from 747 offices in 42 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile
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.

About the Role
The Client Services Representative (CSR) serves as an important team support staff for both the investment representative and clients. You will provide support in a series of core functions:

Operational Responsibilities:

- Trade booking and settlement
- Resolving settlement and funding issues
- Handling margin calls and collateral issues

Client Servicing:
- Client account documentation (information gathering, liaising with various parties, check and follow up for documentation completion)

- General customer service (answering calls, attending to client queries)
- Client order taking
- Trade blotter maintenance

Administration responsibilities:
- Travel/hotel bookings
- Expense claims
- Facilitate mailing of marketing materials


- University graduate in Finance or related disciplines
- Fluent in English, Cantonese and Mandarin
- At least three years of relevant experience in a client service role within Private Wealth Management
- Detailed and meticulous
- Ability to multi-task
- Works efficiently in fast-paced environment
- Willing to work outside of normal work hours as required

They are client services/assistants supporting Sales in managing their clients’ portfolio on day to day basis.