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Asia Wealth Management, Investment Management Services, Product Specialist, Associate / VP, Singapore

Asia Wealth Management, Investment Management Services, Product Specialist, Associate / VP, Singapore

Morgan StanleyBC, Canada
4 days ago
Job type
  • Full-time
Job description

Asia Wealth Management, Investment Management Services, Product Specialist, Associate / VP, Singapore

Apply locations Capital Square time type Full time posted on Posted Yesterday time left to apply End Date : March 31, 2025 (30+ days left to apply) job requisition id 3263410

Company Profile

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 globally. 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 provides 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.

Department Profile

Morgan Stanley Asia Wealth Management (AWM) 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.

Description

Leveraging the Firm’s global institutional securities and wealth management footprint, and its renowned investment banking, capital markets and investment management capabilities, AWM builds holistic relationships with clients and provides them with sophisticated advice, service and products. Investment Management Services (IMS) is responsible for fee-based activity for AWM. Fee-based products include mutual funds, hedge funds, private equity and real estate funds, as well as discretionary and advisory mandates. The IMS business encompasses product origination and due diligence, product approval committee, product launch coordination, product documentation, marketing and trade processing, after-sales support and product monitoring.

Based in Singapore, IMS is seeking a highly self-motivated professional to support the sales and distribution effort.

Duties & Responsibilities

  • Maintain a high level of product knowledge relating to managed products (e.g. mutual funds, alternative investments and mandates)
  • Assess and originate appropriate fund ideas for the AWM distribution channel
  • Collaborate with Product Due Diligence team to deliver new products to the AWM platform and distribute existing product updates
  • Collaborate closely with AWM sales representatives, investment consultants and internal stakeholders on fund ideas and sales campaigns
  • Prepare marketing material including presentations, proposals, ideas and flyers
  • Support IMS product sales, distribution and marketing efforts in the region, with the objective of increasing product penetration and recurring revenues
  • Participate in marketing initiatives including conferences, sales meetings, business trips and other client-focused activities

Qualifications / Education / Experience Requirements

  • University graduate in business-oriented disciplines
  • 4-8 years of professional, full-time experience in wealth management or asset management (investment funds background a plus)

    • Skills

  • A financial and analytical background with demonstrated flair for money management strategies and investment product knowledge
  • Solid understanding of the wealth management industry, and the risk and regulatory environment concerning fund products in particular
  • Proactive self-starter with the ability to multi-task, manage within tight schedules and a work efficiently in a fast-paced environment
  • Abundant interpersonal skills and the aptitude to engage effectively with business stakeholders and external clients
  • Excellent communication skills, including writing and public-speaking in English and Mandarin (Cantonese and other languages a plus)
  • Effective working independently and as a team
  • Proficient with Microsoft Excel, Powerpoint, Morningstar and Bloomberg

    • Licenses and Registrations

  • Dealing in capital markets products
  • Fund management
  • Advising on investment products
  • Issuing or promulgating analyses / reports on investment products

    • 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.

    About Us

    At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values.

    Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.

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