Wealth Management Associate* in Birmingham
Wealth Management Associate*

Wealth Management Associate* in Birmingham

Birmingham Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide exceptional client service and support Financial Advisors in wealth management.
  • Company: Join Morgan Stanley, a leader in financial services with a commitment to excellence.
  • Benefits: Enjoy competitive pay, comprehensive benefits, and opportunities for career growth.
  • Why this job: Make a real impact by building trusted relationships and enhancing client experiences.
  • Qualifications: 5+ years in finance, strong interpersonal skills, and relevant certifications required.
  • Other info: Dynamic work environment with a focus on diversity and inclusion.

The predicted salary is between 36000 - 60000 £ per year.

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience.

DUTIES and RESPONSIBILITIES:

  • Client Service: As a senior member of the service team, provide coverage for an FA/PWA/team including:
  • Cultivating relationships with business partners and colleagues internally and externally
  • Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience
  • Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups
  • Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed
  • Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team
  • Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members
  • Business Development Support: Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management
    • At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies
    • At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems
    • At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
    • At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
    • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

    EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS:

    • 5+ years of work experience in a field relevant to the position required
    • Four-year college degree or professional certification preferred
    • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
    • Strong leadership skills
    • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
    • Technically proficient and quick learner of new and updated platforms
    • Detail oriented with superior organizational skills and ability to prioritize
    • Exceptional writing, interpersonal and client service skills
    • Strong time management skills
    • Team player with the ability to collaborate with others
    • Ability to work in a fast-paced, evolving environment
    • Adaptable and ability to multi-task
    • Goal oriented, self-motivated and results driven

    WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

    We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

    Wealth Management Associate* in Birmingham employer: PowerToFly

    Morgan Stanley is an exceptional employer that prioritises a client-first mindset and fosters a collaborative work culture, making it an ideal place for Wealth Management Associates to thrive. With a commitment to employee growth, comprehensive benefits, and a diverse environment, employees are empowered to excel in their roles while building meaningful relationships with clients. The firm's global presence and dedication to integrity and excellence ensure that you will be part of a team that values your contributions and supports your professional journey.
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    Contact Detail:

    PowerToFly Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Wealth Management Associate* in Birmingham

    ✨Tip Number 1

    Network like a pro! Reach out to your connections in the finance world, especially those who work at Morgan Stanley or similar firms. A friendly chat can lead to insider info about job openings and even referrals.

    ✨Tip Number 2

    Prepare for interviews by practising common questions related to wealth management. Think about how you can showcase your client service skills and experience with financial products. We want you to shine!

    ✨Tip Number 3

    Show off your digital savvy! Since this role involves digital marketing and tools, be ready to discuss your experience with online platforms and how you've used them to enhance client relationships.

    ✨Tip Number 4

    Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at Morgan Stanley.

    We think you need these skills to ace Wealth Management Associate* in Birmingham

    Client Relationship Management
    Interpersonal Skills
    Digital Marketing
    Financial Planning
    Organisational Skills
    Time Management
    Team Collaboration
    Knowledge of Financial Services Products
    Proficiency in MS Office (particularly MS Excel)
    Adaptability
    Problem-Solving Skills
    Attention to Detail
    Goal Orientation
    Self-Motivation

    Some tips for your application 🫡

    Tailor Your Application: Make sure to customise your CV and cover letter for the Wealth Management Associate role. Highlight your relevant experience and skills that align with the job description, especially your client service and interpersonal skills.

    Showcase Your Experience: Don’t just list your previous jobs; explain how your past experiences have prepared you for this role. Use specific examples of how you've built relationships and provided exceptional client service in your previous positions.

    Be Professional Yet Personable: While we want to see your professional side, don’t forget to let your personality shine through. A friendly tone can go a long way in making your application stand out and showing us that you’re a great fit for our team.

    Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!

    How to prepare for a job interview at PowerToFly

    ✨Know Your Financial Products

    Make sure you brush up on your knowledge of financial services products like equities, bonds, and mutual funds. Being able to discuss these confidently will show that you're well-prepared and understand the industry.

    ✨Showcase Your Client Service Skills

    Prepare examples of how you've provided exceptional client service in the past. Think about specific situations where you built strong relationships or resolved issues effectively, as this role is all about delivering a top-notch client experience.

    ✨Familiarise Yourself with Digital Tools

    Since you'll be assisting with digital marketing and client tools, make sure you're comfortable with platforms like MS Office and any relevant financial software. Being tech-savvy can set you apart from other candidates.

    ✨Demonstrate Team Collaboration

    This role requires working closely with Financial Advisors and other team members. Be ready to discuss how you've successfully collaborated in previous roles, highlighting your ability to adapt and contribute to a team environment.

    Wealth Management Associate* in Birmingham
    PowerToFly
    Location: Birmingham

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