Private Wealth Management- Asia Pacific
Your Opportunity as an Analyst in Private Wealth Management
An overview of this program’s objectives and how you can benefit Morgan Stanley Private Wealth Management is a fast growing department within Morgan Stanley Asia. You will work closely with PWM specialists to develop dynamic and flexible wealth management solutions for your clients. This involves mastering the various aspects of the wealth management process. How the program works and the day-to-day experience you can expect The Asia PWM Analyst Program runs for two years. During that time, you will have the opportunity to gain practical experience by working with our Sales Team. The roles and responsibilities of an analyst vary but typically include: - Researching and analyzing investment opportunities and ideas
- Monitoring events in the financial markets
- Developing and preparing marketing presentations
- Analyzing client portfolios
- Executing transactions
- Discussing new investment themes and ideas at portfolio meetings
Launching Your Career
The initial training that you receive on starting the program This rigorous program consists of sessions designed to help you: - Build knowledge of the firm’s platform, products, and solutions
- Develop sales and client relationship skills
- Prepare for and obtain securities industry certification (U.S., Europe, and Asia: Series 7, 66, and 31; Asia only: Paper 1, 7, 8, and 9 registered with Securities and Futures Commission)
- Interact with PWM managers and IR mentors
- Network within PWM and across the firm
- Receive specialized coaching in interpersonal skills and aspects of the financial industry through external vendors
- Complete team and individual project work, including managing a portfolio, developing a business plan, pitching to mock clients, and generating viable prospects
Developing Your Career
What you can anticipate as you make progress and after completing the program Once you have finished the formal training program, additional ongoing training is encouraged through various programs sponsored by Morgan Stanley’s Learning and Development team, off-site seminars, and support from your Regional Manager and PWM specialist teams. At the end of the 3-year Analyst program, you will be considered for promotion to Associate. Is Private Wealth Management Right for You?
A checklist to help you decide if you have the skills and temperament for this area - You are entrepreneurial, persistent, and team-oriented.
- You have an extensive network of prospective client relationships or are eager to build one.
- You enjoy initiating and building relationships and have the skills and tact to dissect complex financial and family dynamics.
- Your interest in the markets is coupled with an ability to explain complex concepts in simple terms.
- You have strong professional and ethical values.
- You seek out personal challenges to contribute beyond identified responsibilities.
Requirements
To apply for the PWM Analyst Program, you should be completing your undergraduate degree by May/June 2009 with excellent academic results Special Requirement for Asia: Fluency in an Asian language, such as Mandarin, Cantonese, Thai, Tagalog, or Bahasa, is required Selection Process
Candidates are encouraged to attend various Morgan Stanley PWM pre-interview events on campus, career fairs, and/or presentations. All applications are screened by senior individuals in PWM. Candidates should expect to have at least two interviews with senior members from across the division. How to Apply
Please visit our website at: http://www.morganstanley.com/about/careers/recruiting/apply.html Deadlines
The deadline for applying to the Full-Time Private Wealth Management Analyst Program is October 2008. How the program works and the day-to-day experience you can expect The Private Wealth Management Summer Analyst Program is nine weeks in length and will provide an in-depth look into PWM’s products and capabilities as well as exposure to the institutional equities and fixed income trading areas. The Program includes a balance of product classes, structured interaction with PWM senior managers and investment representative mentors, and both independent and team projects. Developing Your Career
What you can anticipate as you make progress and after completing the program As a Summer Analyst, you are given the perfect opportunity to launch a full-time career in this business provided you consistently perform well throughout your Summer Program. Is Private Wealth Management Right for You?
A checklist to help you decide if you have the skills and temperament for this area - You are entrepreneurial, persistent, and team-oriented.
- You have an extensive network of prospective client relationships or are eager to build one.
- You enjoy initiating and building relationships and have the skills and tact to dissect complex financial and family dynamics.
- Your interest in the markets is coupled with an ability to explain complex concepts in simple terms.
- You have strong professional and ethical values.
- You seek out personal challenges to contribute beyond identified responsibilities.
Requirements
You will be entering the final year of your undergraduate degree after the Summer Program is complete. Fluency in an Asian language, such as Mandarin, Cantonese, Thai, Tagalog, or Bahasa, is required. Selection Process
Candidates are encouraged to attend various Morgan Stanley PWM pre-interview events on campus, career fairs and/or presentations. All applications are screened by senior individuals in PWM. Candidates should expect to have at least two interviews with senior members from across the division. How to Apply
Please visit our website at: http://www.morganstanley.com/about/careers/recruiting/apply.html Deadlines
The deadline for applying to the Summer Private Wealth Management Analyst Program in Hong Kong is November 2008. The deadline for applying to the Summer Private Wealth Management Analyst Program in Taiwan is March 2009.
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