Private Wealth Management – Part Time Sales Assistant, Dutch Desk (Zurich) recruitment

Position Description
Job Title:  Sales Assistant
Job Level:  Analyst
Department: Private Wealth Management
Level of Employment: Part time – 60%

Banque Morgan Stanley AG provides highly customised financial advice, investment solutions and brokerage services.  Our firm connects people, ideas and capital to help our clients achieve their financial aspirations.  The talent and passion of our people are critical to our success.  Together, we share a common set of values rooted in integrity and excellence.

Role Description:
As a Sales Assistant in our Private Wealth Management Department you will provide support to one of the European desks which comprises two Investment Advisors, one Analyst and one part time Sales Assistant.  As the role progresses you should be able to work under a minimum of supervision and identify potential conflicts / issues and solve them.  You do not have to be very well verse in the various technology packages, however a certain understanding of the Microsoft Office package is essential.  This position will be an ideal opportunity to gain initial experience in the area of Private Wealth Management.

Responsibilities:
• Assisting in the provision of general client service to high net worth individuals – account queries, account statements, provision of research and / or market information.
• Performing cash management functions for accounts on a daily basis – foreign exchange / hedges, investing in cash alternatives, cash transfers, notification of client overdraft positions as required for the effective management of clients portfolios.
• Executing equity, fixed income trades, foreign exchange / hedges and reporting for advisory accounts.
• Reviewing previous days trading and settlements to include cash management activities ensuring client accounts are fully reconciled, instigating remedial action as required, including DVP accounts.
• Opening and closing of new accounts.
• Setting up and coordinating the execution of internal and external cash / stock transfers as required.
• Processing web access requests for clients and occasionally performing demos for clients.
• Issuing loans / guarantees / credit cards for clients as required.
• Seeing through to completion ad-hoc requests / projects given by the Investment Advisors or other Team Members.
• Maintaining comprehensive, timely and accurate records for all clients.
• Checking commission runs.
• Liaising with Operations.
• Ensuring all corporate actions are dealt with on a timely basis.
• Preparation and co-ordination of client marketing material.
• Copying / faxing / filing / mailing of client statements, documentation and research.
• Providing operational and administrative support to the desk.
• Organising and co-ordinating meetings and agendas.

Skills Required
• Degree educated or equivalent.
• Experience / interest within a similar role in Private Banking, Asset Management, Trading businesses.
• FSA qualified, preferred but not required.
• Fluency in English and Dutch essential.
• Ideally fluent / has ability to converse in German.
• Ambitious.
• Computer literacy, especially Excel, Word and PowerPoint.
• Enthusiastic, self starter.
• Conscientious and thorough in coverage of tasks.
• Persuasive, with good communication skills.
• Well organised and able to adapt, re-prioritise swiftly.
• Team-player.
• Excellent disposition.
• Discreet.

Morgan Stanley is an equal opportunities employer and is committed to fair treatment, regardless of background.