Vice President, Client Relationship Manager, Morgan Stanley Investment Management, Melbourne
Core
Vice President managing client relationships and servicing the full lifecycle for governments, institutions, corporations, and individuals in Australasia.
Role type
Senior IC client relationship manager (VP level)
Builds
Client service and relationship management for investment management products
Domain
Financial services / Investment Management
Deliverable
client delivery
Required skills
client relationship management, stakeholder management, project management, regulatory compliance (AML/KYC), cross-functional coordination, negotiation, influencing, product knowledge (asset classes), autonomous work
Preferred skills
familiarity with AI and emerging technologies
Responsibilities
Participate in pitch and due diligence meetings, client onboarding, portfolio review meetings, and resolve daily client queries; Manage client events including onboarding, transitions, and terminations; Facilitate AML and KYC reviews and regulatory requirements; Drive global best practice across the client service organisation
Seniority
Vice President, Senior leadership