Wealth Management Associate

Morgan Stanley UK

United Kingdom
Base: $50,000 - $115,000 py; bonus/equity: eligibl...
Client relationship management
Digital marketing support
Portfolio holdings analysis
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis

Job Summary

  • Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
  • As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships.
  • 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

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.

Salary

Base: $50,000 - $115,000 per year; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive plan; Benefits: Full spectrum of benefits offered

Skills & Requirements

Must-have

  • Client relationship management
  • Digital marketing support
  • Portfolio holdings analysis
  • Financial planning assistance
  • Client service model execution
  • Executing money movement transactions

Nice-to-have

  • Client first mindset
  • Interpersonal skills
  • Team collaboration
  • Adaptability
  • Goal oriented

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter