Asia Wealth Management - Advisory Portfolio Management, Vice President, Hong Kong

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 (IMS) Morgan Stanley Asia Wealth Management (AWM) is an integrated business within Institutional Securities. 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 AWM’s managed solutions and fee-based activity. Fee-based products include mutual funds, hedge funds, private markets and discretionary/advisory mandates. The IMS business encompasses product origination and due diligence, product approval committee, product launch coordination, product documentation, marketing, advisory and trade processing, after-sales support and product monitoring. Based in Hong Kong, IMS is seeking a highly self-motivated professional to join its Advisory Portfolio Management (APM) team.

The Advisory Portfolio Management (APM) professional will collaborate closely with Investment Representatives (IRs) to manage the advisory portfolios of its ultra-high net worth clients. The role interacts directly with clients on a consultative basis to deliver a wide range of market insights and advisory services. This role will provide support to the following core functions: (i) client advisory and account monitoring (ii) fund sourcing and origination (iii) transaction management (iv) business development, further elaborated below.

Client Advisory and Account Monitoring Provide individualized advisory services as lead/sub-lead advisory portfolio consultant (APC) to clients across asset classes & products, with an emphasis on traditional and alternative investment funds Respond to client enquiries and address client feedback Monitor account progress and activity, including whole-account and constituent level product performance Deliver proactive updates and portfolio implementation advice alongside regular portfolio reviews and ongoing reporting requirements Prepare marketing material, proposals and presentations   Fund Sourcing and Origination Maintain a network across the asset management industry and stay abreast of new fund opportunities Participate in manager meetings/events with a view to generating fund ideas Present new investment fund opportunities to the IMS investment committee Collaborate with internal teams on the product onboarding lifecycle, including product approval and execution processes   Transaction Management Take client orders on APM accounts and collaborate with internal teams for trade execution Oversee execution, trade booking and settlement across a range of transactions (including equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments and money market funds) Ensure transaction and account compliance with AWM policy and procedure, including product suitability checks and account maintenance requirements Handle inward and outward asset transfer requests   Business Development Contribute proactively to IMS business development and strategic initiatives Participate in franchise events and deliver institutional grade content in