Vice President, Client Relationship Manager, Morgan Stanley Investment Management, Melbourne
Core
Vice President leading client relationship management for Australasia, supporting the full client lifecycle from onboarding to ongoing servicing across public and private markets.
Role type
Senior IC Client Relationship Manager (VP level)
Builds
Client service operations, onboarding, portfolio reviews, and regulatory compliance processes for institutional and individual clients.
Domain
Wealth Management / 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), change management
Preferred skills
Familiarity with AI and emerging technologies, experience in a matrixed organization
Technologies
CRM systems, AML/KYC platforms, portfolio management tools