Management Client Service Manager – Trading & Execution

Job Description

Asia Wealth Management, Management Client Service Manager, Trading Execution, Director | Morgan Stanley

The Tone:
This is a full-time role at Morgan Stanley, located in Singapore. Morgan Stanley is a leading global financial services firm offering a wide range of investment banking, securities, wealth management, and investment management services. This role is crucial in helping Asia wealth management clients succeed by leveraging the Firm’s global reach, product leadership, and investment expertise. The Management Client Service Manager partners closely with Investment Representatives to manage client relationships and deliver comprehensive private wealth management services to Ultra High Net Worth (UHNW) clients.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person Singapore

• Team: Partners closely with Investment Representatives (IRs) to serve Ultra High Net Worth (UHNW) clients.
• Mission: Manages client relationships and delivers private wealth management services, with a primary focus on trading and execution support, for Ultra High Net Worth (UHNW) clients.

What You’ll Actually Do
• Trading & Execution: Execute a wide range of banking and investment transactions across asset classes including equities, fixed income, FX, and derivatives.
• Trade Management: Conduct pre-trade suitability checks, ensure client disclosures, monitor executions, process bookings, manage post-trade documentation, and oversee settlements.
• Client Account Operations: Process clients’ asset transfer requests, prepare account opening documentation, perform KYC/due diligence, and coordinate with internal stakeholders for account setup.
• Client Service & Support: Respond to client enquiries, address feedback, and handle ad hoc requests such as contact updates or portfolio statement requests.
• Compliance & Efficiency: Conduct periodic reviews of client profiles and investment risk profiles to ensure compliance, and participate in initiatives to enhance operational efficiency.

The Must-Haves
• Background: Bachelor’s degree in finance or a related discipline, with experience in client service within wealth management or private banking.
• Experience: Demonstrated ability to execute high-volume, time-sensitive trade orders across multiple asset classes, coupled with strong knowledge of private banking products and operational processes.
• Skills: Detail-oriented, organized, able to work accurately under pressure, with excellent interpersonal, communication, and client service skills.
• Bonus: Flexibility to support early morning, lunchtime, after-hours, and/or public holiday trading coverage when required.