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Product Support

Morgan Stanley - Sydney, NSW

Banking & Finance
Source: uWorkin

Source: uWorkin


Morgan Stanley Wealth Management provides holistic wealth services to clients investing in Global and Domestic equities, fixed income, derivatives and broader wealth management services including financial planning, margin lending and managed fund investments.

About The Role

With the continued expansion of our product offering an exciting opportunity exists for a Product Specialist based in Sydney. Reporting to the Head of Product, you will work as part of an experienced and highly motivated team to provide outstanding service and differentiated product solutions to Financial Advisers and their clients.


  • Separately Managed Account (SMA) implementation, management and oversight of client accounts invested in 3rd party models
  • Assist with Managed Fund, LIC, ETF, SMA product due diligence operational roll out
  • Lead Structured Product Sales support
  • Liaising with external portfolio managers on model changes, updates and trade rationales.
  • Implementing a robust framework designed to minimize risk and maximize operational efficiency
  • Engaging with financial advisers on issues arising on client accounts
  • Influencing senior stakeholders - internal and external
  • Accurately explain complex or unfamiliar business, operational or financial information to key stakeholders
  • Working in a team environment that fosters diversity, flexibility, and talent
  • Positively engage with & support, advocate and implement change
  • Commercial acumen, including the ability to quickly build and dissect business cases
  • Help determine key drivers of our business model and third party selection (SMA/Structured products)/ongoing review
  • Understand the relationships between key drivers as well as the impact market conditions have on key drivers and work to leverage opportunities created by these drivers
  • Third Party Manager fee invoicing

Key Competencies/ Skills

Technical/Specialist Skills/Competencies
  • Knowledge of the Investment platforms market.
  • Knowledge of Global Investment Operations and custody fundamentals.
  • Advanced knowledge of Equities, ETFs, LIC's, Managed Funds, Hybrids and Structured Products.
  • SMA/Managed Account experience is also desirable.
Personal Attributes/Interpersonal Skills
  • Confident in dealing with a large range of demanding stakeholders, including Financial Advisors.
  • Strong public speaking and presentation skills.
  • Client focused with the ability to build rapport at all levels.
  • Strong written and verbal skills.
  • Excellent attention to detail.
  • Ability to work autonomously and to prioritise tasks where required.
  • Solutions orientated.
Qualifications / Experience Required
  • Tertiary qualifications (minimum Credit average)
  • Industry recognised education preferred (e.g. ASIC RG 146 compliant)
  • Minimum 5 years' experience within a Wealth Management firm or wrap platform provider
  • Previous exposure to wrap products
  • Track record in providing client solutions and driving sales
Compliance Responsibilities
  • Ensure the business unit maintains the ethical standards contained in the Company Code of Conduct.
  • Ensure the business unit adheres to firm policies and procedures, regulatory and legislative requirements.
Key Business Relationships

The incumbent will be required to work with stakeholders across the organisation including: Financial Advisers, Marketing, Business Management, Risk Management, Trading, Operations, Management, Legal and Compliance.

Equal Opportunity Statement

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce.