Premier Relationship Manager

Morgan Stanley UK

New Jersey, US
Base: $75,000.00 - $110,000.00 py; bonus/equity: e...
High-touch client service
Proactive outbound calls
Product and service knowledge
The E*TRADE Premier Relationship Manager is responsible for cultivating and deepening client relationships, through exceptional, high-touch service for E*TRADE potential high-net worth (HNW) clients

Job Summary

  • The E*TRADE Premier Relationship Manager is responsible for cultivating and deepening client relationships, through exceptional, high-touch service for E*TRADE potential high-net worth (HNW) clients.
  • As a Premier Relationship Manager, you will help drive our industry leading service culture by delivering exceptional service and leveraging strong sales acumen to effectively engage and build relationships with our E*TRADE potential HNW clients.
  • Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.

Matching Summary

The E*TRADE Premier Relationship Manager is responsible for cultivating and deepening client relationships, through exceptional, high-touch service for E*TRADE potential high-net worth (HNW) clients.

Salary

Base: $75,000.00 - $110,000.00 per year; Bonus/Equity: Eligible for annual discretionary incentive compensation award and incentive compensation plan; Benefits: Full spectrum of benefits including Medical, Dental, Vision, 401(k), PTO, Paid Holidays

Skills & Requirements

Must-have

  • High-touch client service
  • Proactive outbound calls
  • Product and service knowledge
  • Client inquiry resolution
  • Net new asset gathering
  • Platform education and guidance

Nice-to-have

  • Collaborative team environment
  • Passion to excel
  • Independent decision-making
  • Calm and professional demeanor

Key Requirements

  • Minimum 1 year client service experience
  • FINRA Series 7 and 63 (or equivalent)
  • Ability to be registered in all states and territories

Work Rights

Not specified

Tailored Resume

Cover Letter