Investment Management – Sales Professional Intermediary Clients – Associate
Job details
About Morgan Stanley
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. We can provide a superior foundation for building a professional career – a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
What will you be doing?
Acquiring new investor clients for MSIM across the full spectrum of asset classes including equities, fixed income, and private markets
Relationship management for the existing investor clients, e.g. updating on existing or introducing new strategies.
Preparing and attending client meetings/ calls/ events including follow-up (proprietary, sponsored or partner events)
Responding to client requests, prepare and/or send meeting follow-ups etc.
Providing MSIM product information to clients and consultants and explaining the investment philosophy and process
Working closely with the sales team to help prepare business plans, sales channel reporting or other internal management requests for the business.
Gathering market intelligence and competitor information
Developing a deep understanding of MSIM’s suite of funds and investment strategies
Coordinating and supporting sales/product/marketing demand of distribution partners.
Maintaining, creating, updating and reporting sales opportunities/pipelines/meeting notes in Salesforce.
Support planning and realisation of distribution partner trainings (incl. preparation and wrap-up) in alignment with the responsible sales colleagues.
Working with the marketing team on the creation of publications and strategy-focused collateral that resonate with clients.
Alignment and proactive collaboration with internal departments (product management, investment teams, marketing, sales controlling, etc.).
What we’re looking for:
University Degree in capital markets, finance, business or economics.
A strong, demonstrable track record in Sales and Asset Management
Good knowledge of the asset management industry and the various forms of the main investment products across all asset classes
The candidate must have worked with a range of clients in Germany and/or Austria, and be able to establish and consolidate relationships
Strong team spirit, interpersonal and communication skills as well as pronounced focus on client needs
Excellent English and German language skills
Strong technical skills (Excel, Word, PowerPoint)
Excellent organisational skills and a great attention to detail
Ability to prioritise, multi-task and work under pressure
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
Flexible work statement
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
