Premier Relationship Manager

Morgan Stanley

New Jersey, United States
Base: $75,000.00 - $110,000.00 py; bonus/equity: e...
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Proactive outbound calling to potential hnw clients
Strong sales acumen for relationship building
Understanding of morgan stanley products and services
** Morgan Stanley is seeking a Premier Relationship Manager for its E*TRADE Premium and Specialty Client Solutions team, focused on delivering exceptional client experiences and building relationships with high-net-worth clients. The role requires strong sales acumen, client service experience, and the ability to navigate the company's wide range of financial products and services. **

Job Summary

  • The E*TRADE Premier Relationship Manager aims to deliver an industry leading client experience for both existing and prospective clients while connecting them with the full scope of benefits offered by Morgan Stanley.
  • Responsibilities include conducting proactive, high-volume outbound calls to strategically engage potential high-net-worth clients and identifying opportunities to gather net new assets.
  • Morgan Stanley offers a comprehensive benefits package including medical, dental, vision, 401(k), paid time off, and discretionary incentive compensation plans.

Matching Summary

Match Score: 75

** Morgan Stanley is seeking a Premier Relationship Manager for its E*TRADE Premium and Specialty Client Solutions team, focused on delivering exceptional client experiences and building relationships with high-net-worth clients. The role requires strong sales acumen, client service experience, and the ability to navigate the company's wide range of financial products and services. **

Salary

Base: $75,000.00 - $110,000.00 per year; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit plan; Benefits: Medical, Dental, Vision, 401(k), Paid Time Off, Life Insurance, Disability

Skills & Requirements

Must-have

  • Proactive outbound calling to potential HNW clients
  • Strong sales acumen for relationship building
  • Understanding of Morgan Stanley products and services
  • Adherence to company policies and risk mitigation
  • Excellent oral and written communication skills

Nice-to-have

  • Passion to excel in a fast-paced environment
  • Highly collaborative team-oriented mindset
  • Independent decision-making skills for issue resolution
  • Desire to consistently achieve top results
  • Ability to remain calm under pressure

Key Requirements

  • Minimum 1 year of client service experience
  • FINRA Series 7 and 63 licenses required
  • Bachelor's Degree preferred
  • Ability to be registered in all states and territories

Work Rights

Must be eligible to work in the US; registration in all states required

Tailored Resume

Cover Letter