Wealth Advisor
Miami, FL Area Jobs
Miami, FL
Full-time
Business Development
Posted on October 27, 2019
Finance: Morgan Stanley Smith Barney LLC seeks Vice President, Private Wealth Advisor, Latin America, Spain, & Switzerland in Miami, FL to identify prospective new clients & dvlp & cultivate existing client base in countries of focus. Req's Bachelor's in Internat'l Bus., Bus. Admin, Econ, Fin'c, Internat'l Relations, or rel field & 6 yrs exp in position offered or 6 yrs as Assoc, Sales Analyst, Sales Ass't, Trader, or rel occupation in wealth mgmt space. Req's 6 yrs exp w/: trading complex option strategies; recognizing swap, fixed income, & arbitrage opp'tys; analyzing research reports & technl analysis for equities; emerging mrkts; high yield bonds; hedging strategies, multicurrency, & option strategies; & Bloomberg. Req's 5 yrs exp w/: ass'tg clients w/their asset alloc. & fin'l structuring needs; performing fin'l analysis of co.'s; & managing sales process w/clients incl profiling observance of compliance rules & regs, negotiations, dvlpg sales approach, closing deal, & asking for referrals. Req's 4 yrs exp w/: managing book of at least $100 mil in assets focusing on ultra-high net worth (UHNW indivs & families w/$20 mil+ in investable assets; dvlpg & growing book of bus. in different mrkts w/focus On Latin America, Spain, & Switzerland; fin'l planning; liability mgmt; collecting & analyzing info regarding clients' assets & liabilities, cash flow, & fin'l objectives; & crafting & implementing bus. dvlpmt plans, mrktg, & new product & sales initiations incl consultative sales & fin'l investmt advisory. Req's series 7 & series 66 licenses. Travel (up to 10%) may be req'd to work on projects at various, unanticipated sites thruout US & internationally. To apply, visit http://www.morganstanley.com/about/careers/careersearch.html Scroll down & enter 3139569 as "Job Number" and click "Search jobs." No calls pls. EOE