Concierge Regional Manager

Morgan Stanley UK

Base: $85,000.00 - $140,000.00 py; bonus/equity: c...
Not specified
Bachelor's degree in finance or business
Sie, series 7, series 63 registrations
8 years financial service experience
Morgan Stanley UK is seeking a Concierge Regional Manager to act as a liaison for Financial Advisors and ETRADE clients, providing high-touch service and generating self-directed referrals. The role requires strong relationship-building skills, a solid understanding of financial services, and the ability to strategize client acquisition

Job Summary

  • The Regional Manager serves as a dedicated liaison for Morgan Stanley Financial Advisors to generate referrals for ETRADE clients.
  • The role involves personally working with referred clients to ensure a superior, high-touch service experience from onboarding through funding.
  • Morgan Stanley offers comprehensive employee benefits and an environment supporting diverse backgrounds and creative thinking.

Matching Summary

Match Score: 85

Morgan Stanley UK is seeking a Concierge Regional Manager to act as a liaison for Financial Advisors and ETRADE clients, providing high-touch service and generating self-directed referrals. The role requires strong relationship-building skills, a solid understanding of financial services, and the ability to strategize client acquisition.

Salary

Base: $85,000.00 - $140,000.00 per year; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses possible; Benefits: Comprehensive employee benefits and perks included

Skills & Requirements

Must-have

  • Bachelor's degree in Finance or Business
  • SIE, Series 7, Series 63 registrations
  • 8 years financial service experience
  • 5 years sales experience
  • Equity and option market knowledge

Nice-to-have

  • Futures trading experience
  • Client Relationship Management software proficiency
  • Excellent organizational skills
  • Independent decision-making capabilities
  • Ability to travel up to 20% of time

Key Requirements

  • Bachelor's Degree in Finance or Business
  • SIE, Series 7, Series 63, Mass Registration, Trader Certification
  • 8 years financial service experience
  • 5 years sales experience

Work Rights

Not specified

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