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Senior Vice President

Company: Morgan Stanley
Location: Palo Alto
Posted on: September 20, 2022

Job Description:

Morgan Stanley Smith Barney LLC seeks a Senior Vice Presidentin Palo Alto, CAConduct quantitative analyses of information affecting investment programs. Provide investment services to high net worth clients. Analyze economic trends and activities of both global and local country markets. Actively organize large client portfolios to implement opportunities spotted in current market environment. Coordinate risk for these portfolios to protect against potential market volatility and downfalls. Provide clients with a high level of individualized customer service and full service brokerage options consistent with their needs. Advise clients on investment strategies in consideration of their local and global variables. Craft complex business strategies in consideration of both local country and global variables.Requirements:Requires a Bachelors degree in Business Administration, Finance, Economics, or related field of study and five (5) years of experience in the position offered or five (5) years as an Executive Director or related occupation in the financial services industry. Requires five (5) years of experience with: private banking; performing economic research and financial data analysis to create investment proposals for clients; creating and delivering presentations to promote investment and lending proposals, loan/credit structures, and investment results; market variables including currency exchanges interest rate, local country market tax considerations, and inheritance laws; and qualitative and quantitative economic analysis; regulations in the financial industry in Asia; KYC process in Asia; Asian Bond Markets; and Common Reporting Standard (CRS).Qualified Applicants:To apply, visit us at Scroll down and enter 3224143 as the Job Number and click Search jobs. No calls please. EOEMorgan Stanley Use Only: **LI-DNIJob: *Wealth Management Title: Senior Vice President Location: California-Palo Alto Requisition ID: 3224143

Keywords: Morgan Stanley, Palo Alto , Senior Vice President, Accounting, Auditing , Palo Alto, California

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