Market conditions, trends and overall economic outlook
Portfolio Management Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis
Job Summary
Portfolio Management Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis.
The role requires an in-depth understanding of market conditions, trends, and the overall economic outlook to support Financial Advisors/Private Wealth Advisors/teams.
Morgan Stanley offers an opportunity to work alongside the best and the brightest in an environment where employees are supported and empowered, with attractive and comprehensive employee benefits.
Matching Summary
Portfolio Management Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis.
Skills & Requirements
Must-have
client service model
financial plans and investment strategies
market conditions, trends and overall economic outlook
firm-approved systems
client first mindset
Nice-to-have
strong interpersonal skills
exceptional client experience
collaborate with others
work in a fast-paced, evolving environment
Goal oriented, self-motivated and results driven
Key Requirements
2+ years of experience in a relevant field
Active Series 7 and Series 66 or Series 63 and Series 65
Four-year college degree or professional certification preferred