Role OverviewAn Investment Consultant - Relationship Manager is responsible for developing, maintaining, and overseeing relationships with new and existing clients. They work with a Financial Advisor team to assess client circumstances and objectives, and provide individualized investment consulting.
What You Will Do
Advise clients, analyze investment opportunities, recommend strategies, and maintain client relationships. Prepare presentations and seminars for business development purposes.
Why It Might Be a Fit
Requires a track record of successful work experience, strong communication skills, and a bachelor's degree. Offers a comprehensive employee benefits package and opportunities for career growth.
Requirements
- Track record of successful work experience for a period of three to five years
- Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy
- Ability to communicate effectively with co-workers and clients
- Excellent written and oral communication skills
- A bachelor's degree is preferred with five years of business experience and proven success in a previous career
Benefits
- Comprehensive employee benefits package
- Opportunities for career growth
- Commission earnings
- Incentive compensation
- Discretionary bonuses
- Other short and long-term incentive packages
- Other Morgan Stanley sponsored benefit programs
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