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 (Sales/Client Service)
Builds
Client relationships and net new assets for E*TRADE/Morgan Stanley
Domain
Financial Services / Retail Brokerage
Deliverable
client delivery
Required skills
sales acumen, outbound calling, product knowledge, client onboarding, risk mitigation, performance management
Preferred skills
business development, financial needs analysis, organizational skills, independent decision-making
Technologies
E*TRADE platforms
Responsibilities
Conduct proactive high-volume outbound calls to engage potential HNW clients; Identify and gather net new assets from existing clients and prospects; Educate clients on E*TRADE platforms and maximize offerings; Act as a liaison between internal teams and stakeholders to resolve complex client needs; Mitigate risk by adhering to company policies and procedures.
Seniority
Entry-level to Junior