Morgan Stanley Private Wealth Management provides highly customized financial advice, investment solutions and brokerage services to ultra-high net worth individuals. Individuals, families and foundations. As Morgan Stanley’s premier service for individuals and families with significant means, We specialize in providing our clients with custom-tailored financial solutions and a level of sophistication and access to expertise and investments typically reserved for large corporations, financial institutions and governments.
The Business Manager is responsible for a wide variety of functions including people management, business supervision and growth facilitation for Morgan Stanley Private Wealth Management. The Business Manager also has accountability for maintaining a control environment through adherence of business ethics and practices and adherence to all applicable laws, Morgan Stanley policies, and other regulations.
Duties & Responsibilities
- Manage Client Service Representatives (“CSR”) to provide first class experience for our Clients.
- Build trust and rapport with CSR, provide ongoing engagement, motivation, performance evaluation, coaching and on-the-job training to support staff development and career growth.
- Act as the first point-of-contact for issues handling, advice and inquiries from CSR.
- Drive effective collaboration and develop strong working relationships with all Business Support Teams and Partners.
Qualifications / Requirements
Knowledge of investment products, industry regulations and best practices
Knowledge of client investment suitability requirements
Ability to identify and resolve issues and escalate as necessary
Demonstrate effective presentation, writing and analytical skills
Exceptional interpersonal, organizational, negotiation and conflict resolution skills
Ability to multi-task and operate in a dynamic environment
Effective written and verbal communication skills in English and Cantonese/Mandarin
Education and/or Experience Qualification
Bachelor’s degree required
Minimum 6-8 years' solid experience within Financial Services Industry, relevant experience gained from Wealth Management/Private Banking is highly preferred
Prior experience or exposure to business management or project management is a definite advantage
Experience in working directly with Senior Stakeholders, risk professionals and regulators is a plus.
Licenses and Registrations (definite advantage)
HKMA License - Type 1 & Type 2