MS
Asia Wealth Management, Client Service Manager, Hong Kong
HK · Hong Kong, Hong Kong · On-site in China · Full-time
Salary not stated
AI summary
About the company
摩根士丹利（NYSE: MS）是全球领先的金融服务公司，提供投资银行、证券、财富管理等服务，在42国设有办公室，员工服务全球客户。
Role overview
该岗位为摩根士丹利香港全职客户服务经理，需与投资代表协作，为超高净值客户提供私人财富管理服务，涵盖交易执行、合规检查、账户管理等工作，要求具备金融相关学历及财富管理客户服务经验，需精通中英粤三语。
Responsibilities
- 为客户执行各类银行及投资交易
- 开展产品适用性预检查并向客户披露信息
- 跟进订单执行，处理交易结算
- 监控账户保证金使用，管理保证金追缴
- 处理客户资产转移请求
- 解答客户咨询，处理反馈
- 准备开户文件，执行KYC及尽职调查
- 定期审核账户及投资风险状况
Requirements
- 金融相关专业大学本科毕业
- 具备财富管理或私人银行客户服务经验
- 熟悉财富管理及私人银行业务产品与运营
- 精通中英、粤语及普通话
- 具备良好沟通及客户服务能力
- 工作高效，适应快节奏环境
Nice to have
- 持有私人财富专业人士（CPWP）认证
- 具备相关行业高阶经验
Hiring process & how to apply
- 需接受过往7年雇主背景调查
- 可索取相关常见问题解答
Notes for China-based candidates
- 需赴中国香港工作
- 需精通中英粤三语
- 需接受香港强制背景调查计划
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Excerpt
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,…
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