Wealth Management Associate - Bilingual: Mandarin/English
Morgan Stanley · mumbai, India
client managementfinancial planninginvestment strategiesrelationship buildingmarket researchpresentation skillsexperienced
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 skills, and product knowledge to enhance client experiences. 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 relevant field; four-year college degree or professional certification preferred; active SIE, Series 7 and 66 licenses.
Skills Required
- client management
- financial planning
- investment strategies
- relationship building
- market research
- presentation skills
Location
City: mumbai · Country: India