Strategic Client Development - Associate
Morgan Stanley · mumbai, India
wealth managementclient engagementfinancial servicesdata analysisproject managementcommunicationai toolsexperienced
Job Description
The Associate in Strategic Client Development works with Wealth Advisors to enhance relationships with ultra-high net worth clients. Responsibilities include managing client engagements, leveraging AI tools for productivity, and creating detailed briefing materials. The role requires strong interpersonal skills and a deep understanding of Wealth Management.
Qualifications
Bachelor’s Degree, 2-3+ years’ experience in financial services with a deep understanding of Wealth Management.
Skills Required
- wealth management
- client engagement
- financial services
- data analysis
- project management
- communication
- ai tools
Location
City: mumbai · Country: India