Job ref no.: CT3114388-01#8406

Head of Account Closing

Morgan Stanley

DESCRIPTION

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 Head of Account Closing serves an important leadership role for closing relationships exiting the business in accordance with defined procedures, practices and policies. The role reports to the Head of the Account Management Team, who is responsible for new account onboarding, ongoing account maintenance and account closure for Morgan Stanley Private Wealth Management Asia. The position is Manager / Senior Manager.

Client Servicing: 

  • Support investment representatives with closing relationships exiting the business
  • Understand the client’s overall relationship with the bank and respond to client enquiries
  • Interact with various internal/external clients and/or colleagues following defined procedures, practices and policies.

Operational Responsibilities: 

  • Managing a team of 2 in Hong Kong and Singapore
  • Transactional documentation
  • Execute client orders
  • Trade booking and settlement
  • Settlement and funding issues resolution
     

QUALIFICATIONS

Skills Required: 

  • Diploma Holder (Preferably in Banking and Finance)
  • Fluent in English, Mandarin and Cantonese
  • A minimum of five years’ experience within the financial industry and holder of Paper 1, 7, 8 are required
  • Detailed and meticulous
  • Ability to accomplish assignments independently and on a timely basis
  • Works efficiently in fast-paced environment
  • Proactive team player with keen interest in private banking industry
  • Excellent communication and interpersonal skills

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More job information
Job ref no. CT3114388-01#8406
Salary
  • N/A
Job Function
Industry
Employment Term
  • Permanent
  • Full-time
Experience
  • 5 years - 10 years
Career Level
  • Non-management level
Education
  • Diploma or equivalent
  • Asso. Deg or High Dip