2027 Premier Relationship Manager
Core
Deliver exceptional, high-touch service and sales support to E*TRADE's potential high-net-worth clients, connecting them with Morgan Stanley's financial products and services.
Role type
Premier Relationship Manager (Client Solutions)
Builds
Client relationships and asset growth for E*TRADE/Morgan Stanley
Domain
Financial Services / Wealth Management / Retail Brokerage
Deliverable
client delivery
Required skills
sales acumen, client service, product knowledge, relationship cultivation, risk compliance, performance management
Preferred skills
business development, financial needs analysis, organizational skills, independent decision-making
Technologies
E*TRADE platforms
Responsibilities
Conduct proactive outbound calls to engage potential HNW clients; identify opportunities to deliver Morgan Stanley products; act as a liaison between internal teams and clients; educate clients on platform navigation; mitigate risk through policy adherence.
Seniority
Entry-level to Mid-level, individual contributor