We’re seeking someone to join our team as a Client Onboarding VP to supports client onboarding functions for Asia Pacific clients. Role includes Client interactions, BU interactions, Project Management for new client onboarding requests and ensuring all other stakeholders involved during client onboarding cycle are informed. The role involves coordination with Operations, Sales, Credit, Business Unit Risk, COOs, KYC, Market Regulations, and the clients. The objective is to ensure smooth client onboarding experience for all clients and high level of value added service and partnership with Business Unit to address key internal and client issues and manage risk.
 

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships, driving strategic automation solutions by embracing a transformation mindset and challenging the status quo. This is a Client Service & Relationship Management position at VP within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What you'll do in the role:

• Manage a team of about 10 people in Hong Kong and Mumbai; this includes providing active coaching, conducting regular career conversations, supporting employees’ career development aspirations, ensuring team members are equipped with appropriate functional and professional skills to perform the jobs.

• Actively manage team’s performance; this includes reviewing onboarding performance relative to business expectations, address issues, anticipate resourcing impact and prioritize support for BAU and future regulatory programs.

• Performs supervisory functions; this includes implementing quality and control governance in the team, review quality results, identify gaps and address accordingly with an aim of improving the team’s data and process quality.

• Establish effective working relationships with all stakeholders involved in the onboarding lifecycle; Sales, Credit, Legal, KYC, Market Regulations, Compliance, Global Financial Crimes, Business units, Risk, Audit, and Technology.

• Serve as the point of escalation for the team in handling complicated client onboarding cases or other operational matters by facing off business and compliance.

• Maintain active dialogue with various vendor relationships and industry utilities across product and functional areas.

• Manage audits and reviews, including internal audit, external regulatory inquiries, external audit and internal compliance testing.

• Lead projects and initiatives that will further advance the Onboarding strategic vision of providing value added services to our clients.

• Facilitate continuous process improvement and innovation to drive simplification and reduce onboarding cycle time

• Work with Change the Bank and Technology Teams and explore strategic development and execute changes that enhance operational efficiency and reduce operational risk in the process.

What you’ll bring to the role:

• Effective problem solving skills & ability to multi-task in meeting business demands which may be urgent and tight deadline

• Strong risk & control awareness working in Operation by identifying risk in the operational process and working with team and stakeholders in mitigating the risk

• Technical understanding of transaction lifecycle in one or more asset classes (Rates, Credit, Equity Derivatives, FX, Sec Lending, Commodities) preferred.

• Ability to communicate and interact effectively with Business Units, Compliance, and global teams

• Excellent verbal and written communication skills

• Strong attention to detail, curious & inquisitive

• Actively leverage networks and use initiative to expand own and others understanding of front to back business process and technology.

• Is self-confident, demonstrates integrity, business-appropriate behaviour and leads by example

• Ability to manage pressure and stressful business demands

• At least 6 years' relevant experience would generally be expected to find the skills required for this role

• 3 years+ team and people management experience of remote processing teams in a financial institution

What we offer:

• International environment and future career opportunities within our division

• Significant role in defining process quality metrics and outputs

• Possibility to learn about the financial markets and global regulations

• Participation in major global projects related to regulatory changes which have been re-shaping the financial industry

• Welcoming and inclusive environment, strong corporate values and work ethics

• Extensive training offerings

• Active social life, the possibility to join diverse employee networks

What you can expect from Morgan Stanley:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.  To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.  Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

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.