Investment Management - Intermediary Sales UK

Investment Management - Intermediary Sales UK London

Company Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

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. Morgan Stanley 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.

Division Profile 

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has about $1.4 trillion in assets under management or supervision. With 1,343 investment professionals worldwide, and 54 offices in 25 countries, Morgan Stanley Investment Management can provide in-depth local knowledge and expertise while channelling the strength of our global presence and resources. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide.

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. Morgan Stanley Investment Management (MSIM) 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.

Global Sales & Marketing resides within MSIM. The Sales teams within Global Sales and Marketing provide client coverage across the institutional and intermediary channels.

Role

The UK sales team is hiring a Senior Associate / junior Vice President who will be based in London covering UK intermediary investors mainly. Specific sales coverage is expected on the UK wholesale market including wealth managers, consolidators, private banks and fund of funds.

Responsibilities 

Reporting to the Head of UK Wholesale this individual will have the opportunity to:

• Develop a deep understanding of MSIM’s suite of funds and investment strategies

• Lead the dialogue with both existing and newly acquired client relationships, in the intermediary channel, on MSIM services and products

• Identify, prioritise and target existing and new business opportunities for both public and private markets products to drive sales and business growth

• Provide input to product development and strategic direction of the sales team

• Represent MSIM in public as appropriate

• Pro-actively develop relationships with other internal departments (product management, investment teams, marketing, etc.) as well as across other divisions of the Firm

• Maintain, create, update and report sales opportunities/pipelines/meeting notes in the CRM database

Qualifications / Skills Required

• Performing at the Senior Associate / junior Vice President level

• Bachelors degree level with a strong, proven track record in sales with intermediary clients in the UK wholesale channel

• Experience in selling both public and private markets investment products is a plus

• Excellent communication and interpersonal skills, both verbal and written 

• Credibility to operate at a senior level within the organisation as well as across a range of external clients 

• Strong team player, ability to collaborate with colleagues across the team, MSIM and the broader organisation

• A keen interest in and knowledge of the financial markets across different asset classes

• Outstanding commercial acumen and high degree of attention to detail 

• Track-record of being proactive, self-motivated and goal-oriented

• Entrepreneur mindset

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

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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Certified Persons 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
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.

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.