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Morgan Stanley Wealth Management Work Values
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Daily Duties at Morgan Stanley Wealth Management:
Advised clients on all issues pertaining to their financial well being and helped my partner to outperform the S&P 500 by 1 - 4% with 2/3rds the risk. Stay abreast of global economic news with the goal of translating it to clients of different levels of investment sophistication. Find solutions for client financial issues even if that do not pertain to investing -- for example: mortgages, finding an accountant, finding a business broker, researching 529 plans, finding the best rates on insurance. Monitor asset classes so that we anticipate market behavior instaed of react to it. Evaluate managers for clients who prefer to use outside managers in their portfolio. Constantly develop relationships with current clients with the goal of getting referrals. Developed prospecting campaign to reach out to middle market business owners with the goal of helping them through transition of company whether it is an internal transition of ownership or a sale.
What they like about Morgan Stanley Wealth Management:
Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.
Tags
Portfolio management, Analyst, Trust, Ultra-high Net Worth, Associate, Fundamental analysis, Technical analysis, Behavioral Finance, Family Office, High Net Worth, Relationship Management, Client Relations, Client Facing, Excel, MBA, Word, Powerpoint, MS Office, Thomson ONE, Morningstar, Series 7, Series 66, Series 3, Investment Associate, Institutional
Information about Morgan Stanley Wealth Management
Company Rank: 4.0 out of 5
Average length of employment : 15 years
Average salary of employees: $90,000
These are some of the questions we asked our climbers about their experiences with Morgan Stanley Wealth Management:
| 05| | ||
| Were your performance expectations clearly communicated? | 5.0 |
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| Were you recognized for meeting or exceeding expectations? | 4.0 |
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| Did you feel like your personal contribution was important? | 5.0 |
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| Was your career path clearly outlined and discussed? | 3.0 |
| 03| | ||
| I would recommend this as a place of employment. | 2.0 | |
| I believe in the purpose of this organization. | 3.0 | |
| I would work for this organization again. | 3.0 | |
| I feel employees are fairly compensated. | 2.0 |
Climbers who worked at Morgan Stanley Wealth Management had these interests:
| Books | |
|---|---|
The Lords of Finance: The Bankers Who Broke the World |
This is a history of Central Bank decisions made by England, France, Germany, United States and, to a lesser extent, Japan leading up to and during the Great Depression. |
| Unbroken: A World War II Story of Survival, Resilience and Redemption |
This a true story about an athelete who joined the Air Force in World War II, survived internment in multiple Japanese POW camps and came home with his dignity and survived to be a humanitarian. |
