Investment Counsellor

Morgan Stanley
Singapore, Singapore
22 Feb 2023
21 Mar 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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.

  • 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
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