PWM Sales & Marketing Management Team, Senior Manager / VP, Hong Kong
March 22, 2019
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 747 offices in 42 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Morgan Stanley Private Wealth Management Asia is an integrated business within Institutional Securities. We provide highly personalized, best-in-class investment advice, execution services and wealth management and banking solutions to Ultra High Net Worth individuals and families across the region.
Roles and Responsibilities:
PWM Sales performance management :
oMonitor Sales score card
oOrganize business plan review
oSupport client coverage strategy execution
o Sales team maintenance and management
Review account opening request on behalf of Sales Management team
Overview of account onboarding from the business prioritization standpoint