Wealth Management Analyst

Local Jobs Morgan Stanley
  • United States, Dallas, TX View on Map
  • Post Date: June 18, 2020
  • Apply Before : July 18, 2020
  • Share:

Job Description

Wealth Management Analyst

Job Number:

3153085

POSTING DATE: Jun 15, 2020
PRIMARY LOCATION: Americas-United States of America-Texas-Dallas
EDUCATION LEVEL: Refer to Position Description
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Professional

DESCRIPTION

POSITION SUMMARY:
The Wealth Management Associate is a client-facing role. Through a combination of marketing methods, client-management skills, and market and product knowledge, the Wealth Management Associate partners with team members to address the specific needs and service issues of high net worth clients in order to cultivate existing client relationships.
DUTIES and RESPONSIBILITIES:
Independently improves and streamlines the service model and operational procedures for the team
Coordinates resolution of complex issues/concerns received from the client with input from senior team members
Identifies practice management opportunities through various firm channels
Establishes and cultivates relationships with new clients and proactively helps to resolve issues and concerns
Provides support on products and services
Conducts quarterly/annual business performance reviews in conjunction with the Financial Advisor
May utilize financial planning tools to analyze complex financial information and lead client/prospect financial planning presentations in conjunction with the Financial Advisor
Additional requirements may include:
Develops customized presentation materials and manage performance measurements for existing accounts in order to attract new clients
Collaborates with the Financial Advisor in developing overall business plans and marketing strategies by independently targeting prospective clients and create/plan the content of seminars
Initiates, organizes, promotes and sets up seminars for clients and prospects on behalf of the Financial Advisor
Independently assists clients with market and stock research
Independently develops, implements, and communicates new procedures, products and portfolio enhancements to high net worth clients
Coordinates enrollment campaigns/meetings for high net worth individuals/individual investors
Assigns work to team’s Client Service Associate and/or Technical Analyst, as appropriate
Utilizes knowledge, experience, and expertise obtained through the CFP or CFA qualification process, to lead a comprehensive discovery analysis that identifies differentiating information and variables to be used in the financial planning process
Cultivates and develops corporate relationships
Attends seminars or client meetings with Financial Advisor and coordinates distribution of marketing presentations to clients

QUALIFICATIONS

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
Minimum of 5 years of post-high school education and/or work experience in a field relevant to the position required
Four-year college degree or professional certification preferred
Active Series 7, 63 and 65 or Series 7 and 66
If required, maintain CFP or CFA designation
Additional product licenses may be required
Knowledge/Skills
Financial industry and product knowledge preferred
Effective written and verbal communication skills
Knowledge of applicable compliance rules and regulations and firm policies
Able to work independently
REPORTS TO:
Complex Business Service Officer with potential dual report to a Group Director

Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V

 

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Wealth Management Analyst*

Local Jobs Morgan Stanley
  • United States, Corpus Christi, TX View on Map
  • Post Date: June 13, 2020
  • Apply Before : July 13, 2020
  • Share:

Job Description

Wealth Management Analyst*

Job Number:

3152972

POSTING DATE: Jun 10, 2020
PRIMARY LOCATION: Americas-United States of America-Texas-Corpus Christi
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Professional

DESCRIPTION

POSITION SUMMARY:
The Wealth Management Analyst participates in overall business development of clientele. The Wealth Management Analyst may also designand produce strategy reports, synthesize client/prospect data to develop customized financial plans, design tailored reporting for new and existing clients and create and execute marketing strategies to attract new clients.

DUTIES and RESPONSIBILITIES:

Designs and produces strategy reports and other types of communications for Advisors to use with clients and prospects as part of the overall marketing initiative
Synthesizes client/prospect data to develop customized financial plans/asset allocation proposals utilizing the Firm’s proprietary software tools
Independently improves and streamlines the service model and operational procedures for the team
Identifies practice management opportunities through various Firm channels
Independently assists clients with market and stock research
Independently develops,implements, and communicates new procedures, products, and portfolio enhancements to high net worth clients
Prepares performance measurement for clients, which involves computing account performance,analyzing investment portfolio holdings, and generating quarterly investment performance monitors
Develops presentation materials and proposals to assist Advisors in obtaining clients’ business
May participate inclient/account meetings
Provides individualized recommendations to the Advisor regarding client situations by analyzing Advisor’s book of business and identifying new business opportunities
Works with clients on the execution of orders in Brokerage and Advisory accounts

QUALIFICATIONS

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
Minimum of 5 years of post-high school education and/or work experience in a field relevant to the position required
Four-year college degree or professional certification preferred
Active Series 7, 63 and 65 or Series 7 and 66
Additional product licenses may be required
Knowledge/Skills
Financial industry and product knowledge preferred
Ability to measure performance of clients’ portfolios
Effective written and verbal communication skills
Knowledge of applicable compliance rules and regulations and firm policies
Able to work independently and effectively on a team
Demonstrated leadership skills
Strong knowledge of MS tools including Word, Excel and PowerPoint
REPORTS TO:
Business Service Manager with potential dotted line to the Group Director

Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V

 

“How to Find a Job” Books

We may earn a commission if you click on some of the links below and make a purchase at no additional cost to you.


How to Find a Job Books

Finding A Remote Job A Complete Guide – 2020 Edition

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Do you have the right kind of job? How should implementation be staged? Where are you prepared to go for a job? What are the main goals of your job club? Is building culture possible with a remote team?

Defining, designing, creating, and implementing a process to solve a challenge or meet an objective is the most valuable role… In EVERY group, company, organization and department.

VIEW BOOK


Breakthrough Remote Job: Earn rewards for answering questions on products you already used and love. Products such as Microsoft, Linkedin, WordPress, Postmates, Samsung Galaxy Phones, Air BnB etc.

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Earn rewards for answering questions on products you already used and love.

Products such as Microsoft, Linkedin, WordPress, Postmates, Samsung Galaxy Phones, Air BnB etc.

I earn weekly for helping WordPress customers with their problems. My job is to reply emails, chat customers and answer questions, most of which we already have answers to in our HUB and forum.

You can join too as it is available to anyone of any age worldwide.

VIEW BOOK


Remote: Office Not Required

Remote: Office Not Required

For too long our lives have been dominated by the ‘under one roof’ Industrial Revolution model of work. That era is now over. There is no longer a reason for the daily roll call, of the need to be seen with your butt on your seat in the office. The technology to work remotely and to avoid the daily grind of commuting and meetings has finally come of age, and bestselling authors Jason Fried and David Heinemeier Hansson are the masters of making it work at tech company 37signals. Remote working is the future – and it is rushing towards us.

VIEW BOOK


Why Working-From-Anywhere-Companies Attract the Best Talent: A Guide for Companies, Employees and Remote Job Seekers

Why Working-From-Anywhere-Companies Attract the Best Talent: A Guide for Companies, Employees and Remote Job Seekers

If your dream job is not related to a location, an office or a cubicle farm, then this book is for you. Look at a job in a totally new way and start enjoying life while being more productive.

Employers will like this book and embrace working-from-anywhere to have more engaged employees, attract top talent and save big on the bottom line.

VIEW BOOK


Read More

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