PWM Wealth Management Associate
Morgan Stanley · mumbai, India
client servicefinancial planningbusiness developmentrelationship managementdigital marketingportfolio managementteam collaborationexperienced
Job Description
The PWM Wealth Management Associate provides exceptional service to clients and supports Financial Advisors. Responsibilities include cultivating client relationships, assisting in business development, and ensuring timely client service functions. The role requires strong interpersonal skills and a focus on delivering an exceptional client experience.
Qualifications
5+ years of work experience in a field relevant to the position required; Four-year college degree or professional certification preferred.
Skills Required
- client service
- financial planning
- business development
- relationship management
- digital marketing
- portfolio management
- team collaboration
Location
City: mumbai · Country: India