Private Wealth Management Business Development Associate - Bilingual: Spanish/english
Morgan Stanley UK
Not specified; not specified; comprehensive employ...
Bilingual spanish and english proficiency
5+ years relevant work experience
Active series 7 and series 66 or 63/65 licenses
The role focuses on delivering an exceptional client experience by building trusted relationships with clients and supporting Financial Advisors
Job Summary
The role focuses on delivering an exceptional client experience by building trusted relationships with clients and supporting Financial Advisors.
Candidates will assist teams in executing business plans, preparing client reports, and managing digital marketing strategies including webinars and social media.
Morgan Stanley offers a supportive environment with comprehensive benefits, opportunities for career movement, and a commitment to diversity and inclusion.
Matching Summary
The role focuses on delivering an exceptional client experience by building trusted relationships with clients and supporting Financial Advisors.
Salary
Not specified; Not specified; Comprehensive employee benefits and perks mentioned
Skills & Requirements
Must-have
Bilingual Spanish and English proficiency
5+ years relevant work experience
Active Series 7 and Series 66 or 63/65 licenses
Strong interpersonal and client service skills
Proficiency in MS Office and Excel
Nice-to-have
Detail oriented with superior organizational skills
Ability to work in a fast-paced environment
Experience with digital marketing strategies
Goal oriented and self-motivated mindset
Collaborative team player attitude
Key Requirements
Five plus years of relevant work experience
Four-year college degree or professional certification preferred
Active Series 7 (GS) license required
Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Knowledge of equities, bonds, options, mutual funds, and annuities