Business Development Associate**

Morgan Stanley UK

5+ years relevant work experience
Active series 7 and series 66 or 63/65 licenses
Knowledge of equities bonds options mutual funds annuities insurance
The role focuses on delivering an exceptional client experience by building trusted relationships with clients alongside Financial Advisors

Job Summary

  • The role focuses on delivering an exceptional client experience by building trusted relationships with clients alongside Financial Advisors.
  • Candidates will assist teams in executing digital marketing strategies, preparing financial plans, and optimizing business practice efficiencies.
  • Morgan Stanley offers a supportive environment with comprehensive employee benefits and opportunities for career growth across global offices.

Matching Summary

The role focuses on delivering an exceptional client experience by building trusted relationships with clients alongside Financial Advisors.

Skills & Requirements

Must-have

  • 5+ years relevant work experience
  • Active Series 7 and Series 66 or 63/65 licenses
  • Knowledge of equities bonds options mutual funds annuities insurance

Nice-to-have

  • Exceptional interpersonal and client service skills
  • Detail oriented with superior organizational skills
  • Ability to work in a fast-paced evolving environment

Key Requirements

  • 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

Work Rights

Not specified

Tailored Resume

Cover Letter