Client Services Manager
Morgan Stanley · mumbai, India
client servicewealth managementinvestment productskycbankingcommunicationboth
Job Description
The Client Service Representative (CSR) manages client relationships and delivers private wealth management services to High Net Worth clients. Responsibilities include executing banking and investment transactions, conducting pre-trade checks, handling trade bookings, and ensuring compliance with KYC policies. The role requires excellent communication skills and the ability to work efficiently in a fast-paced environment.
Qualifications
University graduate in Finance or related disciplines
Skills Required
- client service
- wealth management
- investment products
- kyc
- banking
- communication
Location
City: mumbai · Country: India