Wealth Management Associate
Morgan Stanley · mumbai, India
client managementfinancial planninginvestment strategiesrelationship buildingmarket researchpresentation skillscomplianceteam collaborationexperienced
Job Description
The Wealth Management Associate serves as a primary contact for clients, assisting with account servicing, financial plans, and investment portfolios. This role involves relationship management, marketing, and product knowledge to foster long-term client relationships. Responsibilities include preparing performance reports, conducting client meetings, and collaborating with Financial Advisors to develop tailored financial strategies.
Qualifications
5+ years of work experience in a field relevant to the position required; Four-year college degree or professional certification preferred; Active SIE, Series 7 and 66 (or 63 and 65) licenses.
Skills Required
- client management
- financial planning
- investment strategies
- relationship building
- market research
- presentation skills
- compliance
- team collaboration
Location
City: mumbai · Country: India