Morgan Stanley

Wealth Management Analyst

Morgan Stanley
Bengaluru, Karnataka, India
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a talented and motivated individual interested in joining a team of experienced professionals at Morgan Stanley? We are looking for an ambitious Wealth Management Analyst to join our team in providing comprehensive wealth management solutions for our clients.This is an excellent opportunity for an individual looking to grow their career in the financial services industry as a Wealth Management Analyst. The successful candidate will be responsible for analyzing client portfolios, developing financial plans and performing research. The ideal candidate for this role should possess a high level of customer service and analytical skills, strong communication and organizational skills, and an understanding of financial products and services. A Bachelor’s degree in Finance, Accounting or a related field is required.

Responsibilities:

  1. Analyze client portfolios and develop financial plans.
  2. Perform research on financial products and services.
  3. Develop strategies and solutions to meet clients’ needs.
  4. Prepare and present financial plans and other materials to clients.
  5. Monitor markets and recommend investment strategies to clients.
  6. Monitor client accounts and review performance of investments.
  7. Provide customer service to clients.
  8. Maintain up-to-date knowledge of changes in financial regulations.
  9. Ensure adherence to all compliance regulations.
  10. Provide ongoing support and advice to clients.
Where is this job?
This job is located at Bengaluru, Karnataka, India
Job Qualifications

  • Strong Analytical And Problem Solving Skills

  • Excellent Communication And Interpersonal Skills

  • Bachelor's Degree In Finance

  • Knowledge Of Financial Products And Services

  • Ability To Interpret And Analyze Financial Data

  • Ability To Build Relationships With Clients

  • Excellent Organizational And Time Management Skills

  • Economics Or Business

  • Experience With Financial Reporting And Analysis

Required Skills

  • Documentation

  • Financial Planning

  • Data Analysis

  • Communication

  • Sales

  • Problem Solving

  • Financial Modeling

  • Client Service

  • Risk Analysis

  • Financial forecasting

  • Portfolio Management

  • Asset allocation

  • Investment Analysis

  • Investment Banking

  • Equity Research

Soft Skills

  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • flexibility

  • collaboration

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Wealth Management Analyst in Bengaluru, Karnataka, India is between ₹5,00,000 and ₹10,00,000 per annum.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesHindi
Job PostedNovember 17th, 2023
Apply BeforeJuly 20th, 2025
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About Morgan Stanley

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.

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