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 (Sales & Client Service)
Builds
Client relationships, onboarding, and asset growth for high-net-worth individuals
Domain
Financial Services / Retail Brokerage
Deliverable
client delivery
Required skills
sales acumen, business development, client relationship management, product knowledge, risk mitigation, compliance adherence, independent decision-making
Preferred skills
financial needs analysis, organizational skills, calm under pressure, oral/written communication
Technologies
E*TRADE platforms
Responsibilities
Conduct proactive high-volume outbound calls to engage potential HNW clients; identify opportunities to deliver Morgan Stanley products; act as a liaison between internal teams and stakeholders; exceed client expectations through education and white-glove support; identify and gather net new assets; mitigate risk by adhering to company policies.
Seniority
Individual Contributor