Direct Sales, Fund Operations
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Morgan Stanley Huaxin Fund Management Co., Ltd. (“Morgan Stanley Huaxin Funds”) has changed registration with the Industry and Commerce Bureau on June 12, 2008 and is now Sino-foreign joint venture funds management company (formerly known as Jutian Fund Management Company established in 2003) with registered capital of RMB 227.5 million. Morgan Stanley Huaxin Funds is headquartered in Shenzhen, and has two branches, one in Beijing and the other in Shanghai.
“Gather World Wise, Achieve Ideal Life”. As a joint venture fund management company, Morgan Stanley Huaxin Funds benefits from the global vision of its foreign shareholder, Morgan Stanley, and absorbs the local investment wisdom from its Chinese major shareholder, Huaxin Securities. Supported by both foreign and domestic shareholders, Morgan Stanley Huaxin Funds has devoted itself to becoming a leading asset management company in China. Established in Chinese market and benefiting from its international background, Morgan Stanley Huaxin Funds commits itself to building a harmonious, normative, transparent and progressive corporate culture and providing fund investors with good investment returns and professional services.
Morgan Stanley Huaxin Funds provides diversified and professional investment management services to fund investors, including actively managed products, indexing investment products, quantitative investment products, fixed income products and separately-managed account (SMA) products, with a goal to meet investors’ needs for asset allocations, risk management and producing investment returns. RESPONSIBILITIES:
- Responsible for the day-to-day operations as the direct sales counter, including but not limited to opening accounts, transactions, information reviews/ updates, transaction reports, statements preparation etc.; to assist large transaction in the counter;
- Responsible for anti-money laundering related work such as customer risk classification, review suspicious transaction screening;
- Responsible for direct sales related compliance work i.e sales appropriate management;
- Responsible for regular revision of the direct counter business process, system testing and maintenance;