Investment Management – Sales Professional Intermediary Clients – Associate Frankfurt
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
What will you be doing?
* Acquire new investor clients for MSIM across the full spectrum of asset classes including equities, fixed income, and private markets.
* Manage relationships for existing investor clients, updating on existing or introducing new strategies.
* Prepare and attend client meetings, calls, events including follow‑up (proprietary, sponsored or partner events).
* Respond to client requests, prepare and/or send meeting follow‑ups.
* Provide MSIM product information to clients and consultants, explaining the investment philosophy and process.
* Work closely with the sales team to help prepare business plans, sales channel reporting or other internal management requests.
* Gather market intelligence and competitor information.
* Develop a deep understanding of MSIM’s suite of funds and investment strategies.
* Coordinate and support sales/product/marketing demand of distribution partners.
* Maintain, create, update and report sales opportunities, pipelines and meeting notes in Salesforce.
* Support planning and realisation of distribution partner trainings (incl. preparation and wrap‑up) in alignment with the responsible sales colleagues.
* Work with the marketing team on the creation of publications and strategy‑focused collateral that resonate with clients.
* Align and proactively collaborate with internal departments (product management, investment teams, marketing, sales controlling, etc.).
What we’re looking for:
* University degree in capital markets, finance, business or economics.
* Strong, demonstrable track record in sales and asset management.
* Good knowledge of the asset‑management industry and the various forms of the main investment products across all asset classes.
* Experience working with a range of clients in Germany and/or Austria, and ability to establish and consolidate relationships.
* Strong team spirit, interpersonal and communication skills, and pronounced focus on client needs.
* Excellent English and German language skills.
* Strong technical skills (Excel, Word, PowerPoint).
* Excellent organisational skills and great attention to detail.
* Ability to prioritise, multi‑task and work under pressure.
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
Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements.
Equal Opportunity Employment
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.
For more information, see the EEO statement at https://www.morganstanley.com/people-opportunities/eeo.
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