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Client Services Manager

Morgan Stanley · mumbai, India
client serviceswealth managementtrade executionrisk managementinvestment productscommunicationinterpersonal skillsexperienced

Job Description

The Client Services Manager works closely with Investment Representatives to manage client relationships and deliver private wealth management services to Ultra High Net Worth clients. Responsibilities include handling trade execution, liaising with operations, and ensuring high standards of client service. The role requires excellent communication skills and a strong understanding of investment products.

Qualifications

Bachelor’s degree with minimum 3-5 year's relevant experience in Private Banking or Wealth Management.

Skills Required

  • client services
  • wealth management
  • trade execution
  • risk management
  • investment products
  • communication
  • interpersonal skills

Location

City: mumbai · Country: India