Vice President, Client Relationship Manager, Morgan Stanley Investment Management, Melbourne
Core
Trusted partner to the Australasia Sales team, deepening and supporting key client relationships across the region to help clients achieve investment goals.
Role type
Senior IC Client Relationship Manager (VP level)
Builds
Client service lifecycle support, onboarding, portfolio reviews, and client events for governments, institutions, corporations, and individuals.
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 across asset classes
Preferred skills
Familiarity with AI and emerging technologies
Responsibilities
Participate in pitch and due diligence meetings, manage client onboarding and terminations, facilitate AML/KYC reviews, drive global best practices in client service, manage client events and impact assessments
Seniority
Vice President, Senior leadership with hands-on client management