About the Firm
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.
About the Division
Morgan Stanley Wealth Management provides holistic wealth services to clients investing in global and domestic equities, fixed income, derivatives, and broader wealth management services including financial planning, margin lending and managed fund investments.
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Morgan Stanley Wealth Management Australia is a national business with offices located in Sydney, Melbourne, Adelaide, Perth, and Brisbane.
About the Role
As part of our continuing focus on providing clients with industry leading investment advice we are looking for an experienced fixed income product specialist. Reporting to the Head of Investment Solutions, the successful candidate will be responsible for the Wealth Management's fixed income offering, including the implementation of fixed income solutions across all fixed income sub-asset classes.
The incumbent will be required to work with stakeholders across the organisation including: Financial Advisers, Marketing, Business Management, Risk Management, Trading, Operations Management, Legal and Compliance.
Key Responsibilities
- Drive revenue growth by working with Financial Advisers to identify opportunities within their clients' portfolios based off the macro-economic environment as well as Morgan Stanley Research views
- Ongoing communication on rates / credit markets, industry sectors and topical themes within fixed income
- Liaise with our fixed income execution desk in Hong Kong and onshore counterparties to implement investments
- Develop an ongoing portfolio review process and provide recommendations
- Develop marketing materials and participate in client presentations
- Provide analysis on fixed interest new issues for Capital Markets Committee
- Education and training of Financial Advisers and clients
- Assist the research team in the review of fixed income fund managers for the Morgan Stanley Wealth Management Focus List
Qualifications, Skills & Requirements
- You will be a subject matter expert on fixed income markets & products, and responsible for thought leadership, and the implementation of Morgan Stanley's macroeconomic views in client portfolios, including the Firm's Multi Asset Portfolio Solutions (MAPS) managed accounts.
- The candidate must have the ability to develop strong relationships with various teams across the firm, and excellent communications skills to achieve desired results
- A good understanding of the Wealth Management business is preferred
- The candidate will be required to influence and build strong relationships with financial advisers; good client skills are essential
- The candidate will work closely with key internal and external stakeholders and will need to able to build strong, collaborative relationships.
- The candidate will also require strong motivation, be able work independently, and as a team when necessary, and approach problems with a positive outlook and desire to find solutions
- Strong writing skills
- Ability to manage own workload
- Desirable tertiary qualification in Finance, Commerce
- Post graduate industry qualifications will be an advantage
- Strong analytical skills
- 10 years financial markets experience.
- Ensure the business unit maintains the ethical standards contained in the Company Code of Conduct
- Ensure the business unit adheres to firm policies and procedures, regulatory and legislative requirements
Equal Opportunity Statement
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce.