Wealth Management Associate
Morgan Stanley · mumbai, India
client servicefinancial planningdigital marketingportfolio managementrelationship managementteam collaborationtime managementexperienced
Job Description
Wealth Management Associates provide exceptional service to clients and support Financial Advisors. This role involves building trusted relationships, assisting in digital marketing, and ensuring timely client service functions. Candidates should possess 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; Active Series 7 and Series 66 or Series 63 and Series 65 required.
Skills Required
- client service
- financial planning
- digital marketing
- portfolio management
- relationship management
- team collaboration
- time management
Location
City: mumbai · Country: India