Investment Management – Private Market Sales Professional – Wealth Clients – Associate (m|f|x) London

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.

Tasks

• 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.).

Profile / Your qualification / Your personality

• 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

That awaits you

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.

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Contact

Location

25 Cabot Square, GB-E14 4QA London