Private Wealth Management Wealth Management Associate - Bilingual: Mandarin​/English

Overview

Join to apply for the Private Wealth Management Wealth Management Associate - Bilingual:
Mandarin/English role at Morgan Stanley
.

Position Summary:

The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this professional combines relationship management with marketing skills and product knowledge to cultivate longstanding client relationships. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns.

The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.

Responsibilities and qualifications reflect a focus on client support, business development, and operational effectiveness within the Private Wealth Management practice.

• Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance from team members
• Assists Financial Advisors / Private Wealth Advisors in developing and delivering financial and investment strategies aligned to each client’s goals
• Leads efforts to organize, streamline and enhance the client experience with emphasis on value, service and attention to detail
• Utilizes the firm’s financial planning tools to analyze complex financial information and supports presentations with Financial Advisors / Private Wealth Advisors
• Prepares performance reports and other data for clients, including evaluating account performance and generating quarterly investment monitors
• Educates clients about products and services offered by the firm
• Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities
• May participate in or conduct client meetings with or on behalf of Financial Advisors / Private Wealth Advisors
• Supports execution of orders in Brokerage and Advisory accounts and assists clients with market and stock research
• Produces strategy reports and communications for use with clients and prospects as part of the marketing initiative
• Conducts quarterly/annual business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor
• Manages events, webinars and seminars in collaboration with the Financial Advisor / Private Wealth Advisor

• Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients
• Collaborates with the Financial Advisor / Private Wealth Advisor to develop a business plan and marketing strategy, including targeted events and seminars
• Implements enhanced service protocols and product/portfolio enhancements for existing clients
• Identifies and pursues practice management opportunities by interfacing with firm departments
• Coordinates enrollment campaigns/meetings for existing clients and assigns work to the team’s Client Service Associate as appropriate
• Cultivates relationships with internal and external business partners
• Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor on client opportunities
• Participates in firm initiatives directed by local management

• 5+ years of work experience in a field relevant to the position
• Four-year college degree or professional certification preferred
• Active SIE, Series 7 and 66 (or 63 and 65) licenses
• Additional product licenses may be required

• Enjoys working with people and solving problems
• Effective written and verbal communication skills
• Knowledge of financial industry and investment products preferred
• Strong understanding of applicable compliance rules, regulations and firm policies
• Able to work independently and as part of a team
• Demonstrates leadership skills
• Strong computer…