Manager/ Sr Manager - Asia Corporate Client @ Morgan Stanley

Job Description

Division: Fixed Income Division

Job Title: Asia Corporate Client Onboarding Specialist

Location: Mumbai

Job Level: Manager / Senior Manager

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 from more than 1,200 offices in 43 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.

Department Profile

The Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and Distribution. Professionals in the Division assess and actively manage risk, trade securities, and structure as well as execute innovative transactions in the fast-paced and constantly changing global markets. The Commodities Division is a market leader in energy, metals, and agricultural product trading worldwide whose professional s trade in both physical and derivative commodity risk.

Primary Responsibilities

Drive institutional client account opening from start to finish

Work with business units to take a risk-based approach to onboard clients in an efficient and expeditious manner

Ability to identify materiality and create executive summary from Background check report issued for Client Risk Review

Prepare presentation materials for internal governance review of new client opportunities (e.g., Client Selection Committee)

Be a co-owner alongside Sales Team in expanding our client base via the onboarding process

Liaise directly with prospective clients and collaborate with internal stake holders to deliver consistent best in class account opening experience to our clients

Work with AML/KYC team to ensure timely completion of AML/KYC requirements

Maintain an onboarding tracker and provide weekly and ad hoc updates to Asia Commodity Sales Team on the new client onboarding pipeline

Proactively identify areas of improvement and suggest viable solutions

Perform management reporting and data analysis on account opening

Skills desired

Good negotiation and coordination skills

Good communication skills

Ability to get the work done in organised manner

Knowledge on FI client onboarding process

Knowledge of different FX and FID products

Work with business units to take a risk-based approach to onboard clients in an efficient and expeditious manner

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.

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Keyskills:   fixed income data analysis business units account opening equipment supply wealth management client onboarding investment banking financial services coordination skills equal opportunities communication skills management reporting investment management fx fi set risk sales credit