PWM Asia, Investment Representative (IR)

PowerToFly

Full-time Other-General
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Location
singapore, singapore, Singapore
Posted
July 24, 2026

Job Description

Morgan Stanley โ€“ Private Wealth Management (PWM) Asia โ€“ Investment Representative

Private Wealth Management (PWM) Asia provides highly customized financial advice, investment solutions and brokerage services to individuals, families and foundations with USD$35โ€ฏmillion or more total net worth. Investment Representatives (private bankers) are responsible for developing and managing relationships with Ultra High Net Worth and High Net Worth investors, identifying investment opportunities, evaluating and executing investment strategies.

Key Responsibilities
  • Understand client needs (individual, family, business) and develop longโ€‘term client relationships
  • Keep updated with client profiles, investment objectives and risk appetite
  • Advise and develop investment strategy that aims to meet clientsโ€™ objectives, needs and risk profile
  • Contribute to sales and marketing, prospecting and new product development initiatives
  • Aspire...