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 Investment Management (MSIM), together with its investment advisory affiliates, has over $1.5 trillion in assets under management or supervision. With over 40 years of global investment experience, MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. MSIM offers its clients the personalized attention and service of a boutique, the intelligence and creativity of some of the brightest professionals in the industry and the global resources of Morgan Stanley. We show unwavering commitment to investment excellence, diversity of perspective, and differentiated values. We have distinctive and highly complementary strengths in investment management and distribution.
About The Role
The Client Relationship Management (CRM) team is positioned within the distribution (sales and marketing) division and has a global presence with individuals based in New York, Boston, London, Dublin, Zurich, Tokyo, Singapore, Hong Kong, Melbourne and Mumbai. The CRM function is central to MSIM's client service model and the delivery of a first class client experience, acting as a conduit between our clients and MSIM's internal functional areas. We partner closely with colleagues in the investment and sales teams to ensure the seamless delivery of quality service to our clients and provide governance and oversight for the implementation of all client requirements and related controls, including the onboarding of new accounts. This position is based in Singapore and will be focused on servicing clients in the Asia Pacific region primarily in China, Hong Kong, Taiwan, Korea, Australia, New Zealand, Singapore, Malaysia and Thailand. The position will dually report into the senior lead managers in Singapore and Melbourne.
Key Responsibilities
- All aspects of servicing client relationships throughout the client lifecycle including participation in pitch and due diligence meetings, client onboarding, portfolio review meetings and the resolution of daily questions and queries
- Internal stakeholder management ensuring effective communication and coordination across the organisation, with all levels of seniority
- Ownership for client matters ensuring effective cross-functional coordination, ensuring timely and effective execution and problem resolution
- Ownership and project management of client events, including onboarding, transition activities and terminations. This requires close cooperation with and between both internal and external stakeholders across all aspects of the event and multiple functions
- Facilitating client AML and KYC reviews and all other regulatory requirements, working closely with Compliance, Financial Crimes and the CRM Governance team.
- Involvement with client facing projects, regulatory events and change management, including client impact assessment and managing client communications
- Ownership for driving global best practice across the client service organisation
Qualifications, Skills & Requirements
- Direct experience in managing client relationships with a minimum of 3-5 years working in investment management or related financial services organisation
- Experience in managing both Institutional and Intermediary clients
- Proven ability to interact with clients and internal stakeholders at all levels and across different time zones/regions/cultures
- Strong product knowledge with an understanding of different asset classes and investment vehicles
- Clear understanding of the regulatory environment and ability to apply this to individual client situations and relationships
- High level of initiative and self-motivation with the ability to work autonomously or as part of a team
- Ability to multi-task, to perform effectively and efficiently under pressure and to adapt to change.
- Ability to maintain discipline and control in challenging situations
- Strong negotiating and influencing skills
- Excellent communication skills, both written and verbal and ability to present information in an easily understandable format.
- Excellent organizational skills
- Focus on attention to detail
- Ability to communicate with clients in Mandarin (traditional and simplified)
Posting Date
Sep 23, 2024
Primary Location
Non-Japan Asia-Singapore-Singapore-Singapore
Job
Asset/Investment Management
Employment Type
Full Time
Job Level
Vice President
