Trust Specialist
Morgan Stanley · mumbai, India
trust salesbusiness developmentfinancial advisorycorporate trusteeclient solutionsestate planningexperienced
Job Description
Join Morgan Stanley's Family Office Resources as a Trust Specialist, focusing on corporate trustee solutions. This role involves collaborating with Financial Advisors, educating them on the trust platform, and developing new business opportunities. Candidates should have a strong background in trust sales and be able to travel for regional support.
Qualifications
Bachelors Degree, Series 7 and Series 63 registered or willingness to obtain within 3 months of hire, 5+ years’ experience in trust sales or similar new business development role.
Skills Required
- trust sales
- business development
- financial advisory
- corporate trustee
- client solutions
- estate planning
Location
City: mumbai · Country: India