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

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

Full-Time 54000 - 66000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support acquisition of distributors and manage relationships in Private Markets solutions.
  • Company: Join Morgan Stanley, a leader in investment management with a commitment to diversity.
  • Benefits: Enjoy flexible working, competitive perks, and a supportive environment for career growth.
  • Other info: Dynamic team culture with opportunities for personal and professional development.
  • Why this job: Make an impact in wealth management while collaborating with top professionals in the industry.
  • Qualifications: Degree in finance or economics, strong communication skills, and knowledge of asset management.

The predicted salary is between 54000 - 66000 £ per year.

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.

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.

Investment Management – Private Market Sales Professional – Wealth Clients – Associate employer: PowerToFly

Morgan Stanley is an exceptional employer, offering a dynamic work environment in London that fosters professional growth and collaboration. With a strong commitment to diversity and inclusion, employees benefit from comprehensive perks and flexible working arrangements, while being part of a team that values integrity and excellence. The firm provides ample opportunities for career advancement, making it an ideal place for ambitious individuals looking to make a meaningful impact in the financial services industry.

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Contact Details:

PowerToFly Recruitment Team

We think you need these skills to ace Investment Management – Private Market Sales Professional – Wealth Clients – Associate

Relationship Management
Client Communication
Market Intelligence Gathering
Sales Reporting
Salesforce
Team Collaboration
Investment Product Knowledge