Morgan Stanley is a leading global financial services firm providing investment banking, securities, investment management and wealth management services. With offices in more than 42 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals.
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.
Investment Management Services ("IMS") Team cover the full spectrum of Fee-based products related activities for PWM Asia Clients, including Funds sourcing and due diligence, product on-boarding, marketing and after sales support, product monitoring, and operational support. IMS team also manages discretionary portfolios across asset classes and leads other initiatives such as insurance referrals and lending program for PWM Asia clients.
The IMS team is responsible for Fee-based products related activities for PWM Asia, including product sourcing and due diligence, NPA, product launch coordination, eligibility approval and documentation release, marketing and after sales support, product monitoring, and provides operational support including trade processing. Fee-based products include both Internal and External Hedge Funds, Private Equities, Real Estate, and Mutual funds. IMS Team manages as well various discretionary investment strategies (Funds and Equities).
Based in Singapore, the Investment Management Services (IMS) team is seeking a highly self-motivated professional (up to Executive Director level) to support its Family Office Wealth planning activity. - Familiar with different types of succession planning, asset consolidation and family wealth planning protection vehicles - Set up and management relationship with 3rd party trust companies - Work with global capital market to drive awareness of wealth planning services and be a contributor primarily in wealth planning - Prepare proposals presentation for prospective clients - Act as liaison point for all trust and wealth planning related activities.
- A university degree or equivalent, major in accounting or law preferred - At least 5 years of prior experience in the Wealth Planning business - Extensive product knowledge across all wealth planning products and trust structures - Strong English communication skills (both written and verbal) necessary; fluency in Bahasa Indonesia or Mandarin with the ability to read and write Chinese a must as the successful incumbent will need to work with local stakeholders and clients. - Team player with strong interpersonal skills - Ability to consistently perform to the highest standard in a small compact team setting - Mandarin language skills preferred as the role will support China Market
Internal Number: 5200054
About Morgan Stanley
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