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, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.
About the Division
Morgan Stanley Private Wealth Management ("PWM") provides highly customized financial advice, investment solutions and brokerage services to 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.
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About the Role
As part of PWM, Assets Planning Group ("APG") provides value added wealth planning services to our private clients. Range of services covering family office advisory, trust referrals and insurance referrals. Based in Hong Kong, APG team is seeking a highly self-motivated professional ( Analyst ) to support the Team's regional function.
Key Responsibilities
- Insurance products on-boarding
- External service providers on-boarding - e.g. independent trustee firms, professional firms, insurance brokers
- Participate and provide administration support in launching team's new initiatives to the firm
- Assist in the team's internal project works
- Generation of business reports (for Asia Region)
- Doing business strategic data analysis
- Other administration work
- Communicating with external service providers - e.g. insurance brokers, independent trustees and other professional firms.
- To act as a liaison between the relationship managers, their clients, trustees and insurance intermediaries on all wealth planning arrangement related matters.
Qualifications, Skills & Requirements
- The position is based in Hong Kong
- University graduate in Finance or related disciplines preferred
- Other related professional qualifications (e.g. TEP, CPA, CPWP, CFA etc.) is a plus
- 2-3 years' (or less) of working experience as a wealth planner or related professional areas (e.g. trusts, insurance) is highly preferred
- Prior experience or exposure to private banking is a definite advantage
- Good command of Cantonese, Mandarin, English
- Good command of computer software skills - Chinese typing, powerpoint, excel
- Good interpersonal, management and presentation skills
- This junior role is suitable for candidate who has the career ambitious to grow as a wealth planner in the private wealth management industry.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
We're committed to bringing passion and customer focus to the business.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.