Investment Counsellor
- Employer
- Morgan Stanley
- Location
- Singapore, Singapore
- Salary
- Competitive
- Posted
- 22 Feb 2023
- Closes
- 21 Mar 2023
- Ref
- 18384023
- Job Function
- Banking
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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 in 41 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.
Responsibilities:
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 in 41 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.
Responsibilities:
- Partner with Investment Representatives in our Private Wealth Management (PWM) division in developing and growing client relationships through investments
- Provide tailor-made investment advisory services and multi-asset class wealth solutions to ultra-high net worth clients
- Implement and establish our MS investment advisory platform and grow investment activities across the platform
- Conduct regular financial reviews with clients, identify any investment needs and design customized strategies for asset allocation
- Provide regular market updates and analysis to Investment Representatives and clients, and monitor client portfolios for performance and potential trading opportunities
- Work closely with the internal product teams on product offerings and develop a high level of technical expertise
- Maintain internal control standards and ensure compliance with regulatory requirements