Wealth Management Associate
Morgan Stanley · mumbai, India
client servicefinancial planningdigital marketingrelationship managementportfolio managementexperienced
Job Description
Wealth Management Associates provide exceptional service to clients and support Financial Advisors on a daily basis. This role involves building trusted relationships, assisting in digital marketing, and ensuring timely client service functions. Candidates should have strong interpersonal skills and a client-first mindset.
Qualifications
5+ years of work experience in a relevant field; four-year college degree or professional certification preferred.
Skills Required
- client service
- financial planning
- digital marketing
- relationship management
- portfolio management
Location
City: mumbai · Country: India