Platinum Relationship Manager
Core
Retain and grow Morgan Stanley's most valuable E*TRADE clients by cultivating personal connections and acting as a trusted resource for their investment needs.
Role type
Senior client relationship manager (wealth management)
Builds
Client retention and growth within the E*TRADE Premium and Specialty Client Solutions organization
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Client service, product education, trade facilitation, critical thinking, problem solving, risk mitigation, organizational skills, schedule management
Preferred skills
Securities industry knowledge (equity, margin, options), independent decision-making, calmness under pressure, flexible shift availability
