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Business Development Associate * Jobs
Company | Morgan Stanley |
Address | New York, NY, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services,Investment Banking,Investment Management |
Expires | 2023-06-01 |
Posted at | 1 year ago |
Position Summary
- Engages in strategic planning with other team members on client matters
- Evaluates, develops and implements new services in conjunction with the Financial Advisor / Private Wealth Advisor and other team members
- Partners with the Financial Advisor / Private Wealth Advisor on investment recommendations and prepares reports and plans that align with client goals
- Interacts regularly with the Complex Business Development Manager
- Takes accountability for optimizing business practices while adhering to best business ethics and practices
- Stays attuned to updates and enhancements to firm products and policies
- Seeks opportunities to grow business by capitalizing on Firm initiatives
- Supports Financial Advisor / Private Wealth Advisor practice management through book analysis and determination of appropriate strategies
- Focuses on building strong relationships with corporate departments and strategic partners
- Develops and applies strategies to execute the business plan to achieve desired results (i.e., to increase client base, gross production, Portfolio Management assets, performance tracking, etc.)
- Identifies business opportunities
- Creates potential strategies to further enhance client relationships based on concerns and opportunities identified during client visits
- Serves as a client contact for administrative problem resolution and fielding general client questions on a spectrum of topics
- Proactively shares targeted communications with clients leveraging digital tools available (e.g., share account information, newsletters containing opportunities, new offerings and other events)
- Leads team to establish and cultivate relationships with new and existing clients and proactively helps to resolve issues and concerns
- Actively engages clients and prospects to build relationships, identify needs and review investment goals
- May regularly accompany senior team members to engage with clients to educate about the firm’s services and products
- 5+ years of work experience in a field relevant to the position required
- Additional product licenses may be required
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Four-year college degree or professional certification preferred
- Detail-oriented with superior organizational skills and ability to prioritize tasks
- Bilingual and fluent in Japanese highly preferred.
- Enjoys working with people and problem solving
- Ability and interest in working in a fast-paced, evolving environment
- Ability to interact and communicate effectively with colleagues and clients
- Effective written and verbal communication skills
- Strong understanding of applicable compliance rules, regulations and firm policies
- Strong computer skills including knowledge of Microsoft Office (Word, Excel and PowerPoint)
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