Job ref no.: CT3114388-01#4432

Private Wealth Management Asia, Investment Representatives - Singapore

Morgan Stanley

Key Responsibilities:

  • Understand client needs (individual, family, business) and develop long term client relationships -Keep updated with client profiles, investment objectives and risk appetite -Advise and develop investment strategy that aims to meet clients’ objectives, needsas well as risk profiles-Contribute to sales andmarketing, prospecting and new product development initiatives-Aspire to achieve individual performance objectives, from client book development, sales /financials, to upholding risk/compliance culture -Have a comprehensive understanding of the local regulatory requirements of the investment advisory business and apply this knowledge appropriately -Implement and improve the quantitative analysis processes in the generation of comprehensive investment ideas, trade execution, and advanced strategies for Ultra High Net Worth (UHNW) clients in Asia, including individuals, family offices, etc.
  • Bachelor’s degree in Business Administration, Finance, Economics or related disciplines-6-10 years of experience in crafting and implementing business development and sales initiations, including consultative sales for a wide array of products-Solid understanding of investment products and strategy for UHNW clients-Excellent interpersonal skills-Effective communication skills in English and Mandarin (depending on the market coverage)

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More job information
Job ref no. CT3114388-01#4432
  • N/A
Job Function
  • Singapore
Employment Term
  • Full-time
  • 6 years - 11 years
Career Level
  • Non-management level
  • Degree