Investment Management – Private Market Sales Professional – Wealth Clients – Associate

Investment Management – Private Market Sales Professional – Wealth Clients – Associate

London

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?

Support MSIM in the acquisition of Distributors, focusing on Private Markets solutions for Wealth Management

Support the relationship management for the existing Distributors

Preparing and attending client meetings/ calls/ events including follow-up

Providing strategy-focused information to internal and external stakeholders, explaining the investment philosophy and process

Working closely with the Global Wealth sales team and the Investment Teams 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 as well as the capabilities and offering of the broader Firm

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 and the Investment Teams 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, Controlling, Operations, L&C etc.).

What we’re looking for:

University Degree in capital markets, finance, business or economics

Good knowledge of the Asset Management industry and the various forms of the main investment products, with a focus on Private Markets

Strong team spirit, interpersonal and communication skills as well as pronounced focus on client needs

Excellent English. Fluency in other European languages is a plus (German, French, Italian and Spanish being the most relevant)

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.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.