Wealth Management, Fixed Income Product Sales, VP

Morgan Stanley Wealth Management (MSWM) a global leader in wealth management provides access to a wide range of products and services to individuals businesses and institutions including brokerage and investment advisory services financial and wealth planning credit and lending cash management annuities and insurance retirement and trust. The Investment Solutions group is a joint venture between Wealth Management and the Institutional Securities Group. The group is responsible for covering Wealth Mgt FAs and Private Wealth teams.

Primary Responsibilities

Morgan Stanley Wealth Management Fixed Income is fully integrated into MSCo ecosystem through a formal joint venture. Sales professionals on the Morgan Stanley Wealth management desk actively assess and manage risk while working with Financial Advisors and UHNW clients on portfolio strategy portfolio construction individual and/or portfolio analytics provide timely market commentary and content as well as in-depth security analysis. Sales are responsible for coordinating facilitating and promoting sales/trading activity across the Wealth Management Platform developing and disseminating strategic and tactical ideas as well as daily market commentary for Financial Advisors to assist in their FI trading/allocation. Candidate must possess the ability to operate independently in a fast paced and intense environment requiring an aptitude for analyzing and interpretating complex information in a timely manner.

• Perform portfolio reviews of client accounts
• Investment acumen and track record Needs credit knowledge and must understand each clients objectives and constraints in order to customize and construct individualized portfolios to meet those specific needs.
• Superior collaboration skills The successful candidate will enjoy being an individual contributor within a highly collaborative team and embrace the benefits of overlapping lines of idea generation. The Sales Specialist will build strong trusting relationships internally with FAs research analysts and traders. The ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction and contribute to an open investment dialogue is important.
• Growth mindset The flexibility and openness to continue learning evolving and growing as an investor is required.

Skills Required:

• Bachelors Degree Required
• Series 7 and 63 licenses required (or the ability to obtain)
• Knowledge of Bloomberg and familiarity with the ratings agencies
• Team player with excellent interpersonal skills and ability to work with various professionals
• Possess a strong understanding of the financial services industry and global capital markets products
• Self-motivated innovative hardworking individual who can handle multiple tasks and competing deadlines while demonstrating strong time management/prioritization skills and solid judgement

• Outstanding attention to detail and follow-up
• Commercial instinct
• Strong quantitative and problem-solving skills
• Strategic: ability to draw business insights and implications from analysis.
• Ability to think creatively and critically and thrive in a dynamic and often ambiguous work environment
• Strong communication skills: ability to summarize complex business problems and detailed analysis with clarity and brevity in written and oral form
• Ability to work collaboratively within a team and across organizational boundaries
• Well organized detail oriented analytical individual
• High level of motivation and strong work ethic