Hok Man Tse
Client Service Manager
Cambridge
Summary
Client Service Manager in Private Wealth Management (Morgan Stanley, 5+ years). Specialised in UHNW client servicing, multi-asset trade execution, and onboarding/KYC due diligence. Strong cross-border experience, familiar with global private banking operations, and trilingual in English, Cantonese, and Mandarin.
Overview
9
9
years of professional experience
Work History
Associate, Private Wealth Management
Morgan Stanley Bank Asia Limited
09.2019 - 04.2025
- To serve UHNW clients, delivering professional banking and investment services
- Executed multi-asset transactions (Equities, Fixed Income, FX, OTC derivatives, Funds, Alternative Investments, Credit Facilities) with accuracy and timeliness.
- Managed risk exposure by analysing and forecasting margin usage
- Oversaw onboarding and KYC processes, checked and verified details of client as per legal requirements, performed due diligence, and liaised with compliance and operations, enhancing KYC compliance.
- Managed client queries and ensured service excellence, contributing to high client retention.
- Conducted regular reviews on all aspects of clients, worked closely with legal and global financial teams to ensure adherence to all relevant regulations
- Interpreted and analysed KYC data to accurately risk assess existing clients.
- Act as primary administrative liaison point between clients and internal teams e.g. investment specialists, investment finance, risk, legal/compliance
Operation and Risk Analyst
Carret Private Capital Limited
06.2019 - 09.2019
- Assisted in portfolio analysis and investment monitoring for UHNW client portfolios
- Supported fund administration, including fund setup and NAV reconciliation
- Maintained client risk profiles and cross-referenced trades for approval
- Supported relationship managers with onboarding documentation and account servicing
Research Analyst
SinoPac Securities (Asia) Limited
04.2018 - 01.2019
- Conducted equity research and analysis on listed companies, including financial modelling and valuation
- Produced IPO and sector research reports for clients
- Attended investor meetings and monitored financial performance of covered companies
Branch Trainee
HSBC
01.2018 - 04.2018
- Assisted branch staff in delivering wealth and financial management services to retail clients
- Gained exposure to retail banking operations and client interactions
Trainee assistant
PricewaterhouseCoopers
07.2016 - 08.2016
- Researched and prepared reports on client accounts, strengthening analytical and accounting skills
- Assisted in financial statement preparation and client account management
Education
Bachelor of Arts - Accounting and Finance
University of Manchester
Manchester /2014 - /2017
A-Levels -
Stamford Endowed School
Stamford, Lincolnshire /2008 - /2014
Skills
Ability to prioritise tasks
Languages
English
Fluent
Chinese (Cantonese)
Native
Chinese (Mandarin)
Fluent
Leadership Experience
University of Manchester Chinese Society, Treasurer
- Managed society finances, sponsorships, and event budgets
- Produced financial reports and collaborated with committees to fund and deliver student events.
Additional Information
Currently pursuing the CISI Level 4 Diploma in Investment Advice
Personal
Fully eligible to work in UK. No visa sponsorship required.
Timeline
Associate, Private Wealth Management
Morgan Stanley Bank Asia Limited
09.2019 - 04.2025
Operation and Risk Analyst
Carret Private Capital Limited
06.2019 - 09.2019
Research Analyst
SinoPac Securities (Asia) Limited
04.2018 - 01.2019
Branch Trainee
HSBC
01.2018 - 04.2018
Trainee assistant
PricewaterhouseCoopers
07.2016 - 08.2016
Bachelor of Arts - Accounting and Finance
University of Manchester
/2014 - /2017
A-Levels -
Stamford Endowed School
/2008 - /2014
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