Investment Management - UK Intermediary Sales Support Executive - Associate
Morgan Stanley, City of Westminster
Investment Management - UK Intermediary Sales Support Executive - Associate
Salary not available. View on company website.
Morgan Stanley, City of Westminster
- Full time
- Permanent
- Onsite working
Posted today, 17 Oct | Get your application in now to be one of the first to apply.
Closing date: Closing date not specified
job Ref: 99812c20dfd64cb3a5c1a3de4d389b75
Full Job Description
- To support the UK Intermediary Sales Team in servicing existing and prospective client relationships
- Respond to external client queries seeking data, excel templates, fund information and due diligence reports
- Interaction with various groups across the firm including sales management, investment teams, legal, compliance and operations to meet sales team and clients needs
- Assist in the coordination of face-to-face meetings (or calls) with internal stakeholders and external clients; preparation of key information and action points/ next steps list; event follow ups
- Maintain client records, sales pipeline, marketing distribution lists, client mapping and sales reports via Client Relationship System (Salesforce)
- Produce and update sales reports, market intelligence and trend analysis to help deliver updates and presentations on sale progress and targets to out internal stakeholders
- Ensure Sales Support guide best practices are adhered to and contribute to sales support team development, initiatives and strategy
- Any other ad hoc tasks, 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. Internal Applicants: Internal mobility can be a way to grow your career and realize your professional potential. Typically, you must be in your position for at least 18 months and performing satisfactorily before applying for another job at the Firm. Internal applicants can find out more regarding career navigation, mobility guidelines and policy on our employee portal by clickinghere. Equal opportunities statement: Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.#LI-JH1
- Strong academic credentials
- Excellent communication and interpersonal skills, both verbal and written
- Fluency in English
- Strong team player, ability to collaborate with colleagues across the team, MSIM and the broader organization
- Good understanding and interest in the investment management industry across different asset classes
- Outstanding commercial acumen and high degree of attention to detail
- Track-record of being proactive, self-motivated, and goal-oriented Certified Persons Regulatory Requirements: This role is deemed as a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
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.