Business Development Associate

Morgan Stanley UK

Middleton, United States
Base: $68,000 - $120,000pyear; bonus/equity: not s...
On-site
Client relationship management
Digital marketing strategies
Financial planning support
Morgan Stanley UK is seeking a Business Development Associate to provide exceptional service to clients and support Financial Advisors. The ideal candidate will have a strong client service focus, relevant experience in financial services, and the ability to thrive in a fast-paced environment

Job Summary

  • Business Development Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships with a client-first mindset.
  • This role focuses on assisting in all areas of service level business development, including digital marketing, portfolio holdings, proposal tools, and financial planning.
  • The position requires strong interpersonal skills, technical proficiency, and the ability to work in a fast-paced, evolving environment.

Matching Summary

Match Score: 85

Morgan Stanley UK is seeking a Business Development Associate to provide exceptional service to clients and support Financial Advisors. The ideal candidate will have a strong client service focus, relevant experience in financial services, and the ability to thrive in a fast-paced environment.

Salary

Base: $68,000 - $120,000/year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Digital marketing strategies
  • Financial planning support
  • Client service model execution
  • Portfolio holdings and proposal tools

Nice-to-have

  • Client first mindset
  • Adaptable and multi-tasking
  • Goal oriented and self-motivated
  • Collaborate with others

Key Requirements

  • 5+ years of relevant work experience
  • Four-year college degree or professional certification preferred
  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required

Work Rights

Not specified

Tailored Resume

Cover Letter