Job Description
MSIM China, Institutional Sales, VP/SA, Shanghai
Posting Start Date:  7/13/26

Morgan Stanley Investment Management China (MSIM China), strives to provide diverse investment management services to a full spectrum of clients across both individual and institutional investors. Established as a joint venture in 2008, MSIM China became fully owned by Morgan Stanley Investment Management in 2023.

Benefiting from the global perspective and risk management capability of Morgan Stanley, MSIM China has established a variety of mutual fund and private fund portfolios covering fixed income, active equity, quantitative equity, multi-asset and sustainable investing strategies. Our portfolios have won many prestigious awards, including Morningstar Awards and Golden Bull Awards, which is a testament to our expertise and capabilities.

 

What you'll do:

  • Responsible for the development, maintenance and daily service of institutional clients in China, including client visits, providing financial management/investment advisory, providing post-sales service, etc., to improve client satisfaction and stickiness.
  • Responsible for gauging in-depth understanding of the needs of various bank and non-bank institutional clients with respects to their asset allocation, organizing client service activities, and promoting the company's products and brands.
  • Responsible for maintaining & updating CRM database in accordance with the company's requirements, including potential investors, collecting, sorting and analyzing client investment preferences, etc., to ensure that client information data is refreshed and briefed timely, effectively and completely.
  • Referencing to the sales tasks and targets assigned, formulate and strictly implement the sales plan for China area and individuals to ensure that the sales target is achieved.

 

What you’ll bring:

  • Full-time bachelor's degree or above, with more than 8 years of institutional sales experience in fund management companies.
  • Solid client relationship with in-depth knowledge of the industry and various types of products and have a strong sense of risk compliance.
  • Strong written and oral communication skills, good communication and coordination skills.
  • Positive and proactive working attitude, able to accept appropriate business trips, overtime, etc.
  • Have a strong sense of teamwork, adherence to various work arrangements, and have strong execution ability.
  • Possess China fund practitioner qualifications (AMAC).
  • Proficiency in English and Chinese.

 

What you can expect from Morgan Stanley:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.  Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo

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