Global Client Coverage (Company Management) : Job Level - Executive Director

Morgan Stanley; Greater London; On-site; GBP 150,000 - 230,000; Full time

Benefits offered by this job

Flexible working arrangements

Job summary

Morgan Stanley in the UK seeks a dynamic Integrated Firm UK Representative, Executive Director, to identify and refer opportunities across Investment Banking, Investment Management and Wealth Management. Based in London, you will leverage your network and market insight to connect prospective clients with Morgan Stanley's capabilities.

This non-advisory role focuses on relationship origination with corporations, endowments, family offices, UHNW entities, intermediaries, and professional

Qualifications

• Proven success in referring business leads to investment banking, asset management, wealth management within the UK.

Responsibilities

• Identify and engage corporations and private UHNW entities across the UK market.
• Build trust-based relationships with credible interactions.
• Qualify prospects and refer them to divisions for onboarding and management.
• Establish and maintain a robust referral network across client segments.
• Set growth objectives, monitor activity and revenue targets.
• Coordinate with UK representatives and internal partners for smooth handover.
• Represent the firm with integrity at networking events and client introductions.

Skills

Relationship origination

UK market engagement

Networking with UHNW clients

Cross-divisional collaboration

Prospect identification

Communication & presentation

Job description

Integrated Firm UK Representative, Executive Director
We're seeking a dynamic, entrepreneurial, and commercially driven professional in the UK market. The role focuses exclusively on identifying and referring new opportunities across Morgan Stanley's Investment Banking, Investment Management and Wealth Management divisions.
Operating from London, the successful candidate will leverage their existing network, market insight, and relationship-building skills to uncover new opportunities and establish strong connections with prospective clients who may benefit from Morgan Stanley's capabilities. This is a non-advisory role, ideal for a relationship originator or business developer with extensive experience engaging corporations, endowments, foundations, family offices, ultra-high net worth (UHNW) entity clients, intermediaries, and professional networks.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What you'll do in the role:

• Prospect Identification: Actively identify and engage corporations and private UHNW entities across the UK market.
• Relationship Origination: Build trust-based relationships through credible and professional interactions.
• Referral Generation: Qualify prospects and refer them to the respective divisions for onboarding and ongoing management.
• Market Development: Establish and maintain a robust referral network with professionals across all types of client segments.
• Business Planning: Set clear growth objectives, monitor activity and progress, and adapt plans to meet or exceed referral and Revenue / Net New Assets targets.
• Collaboration: Coordinate closely with UK representatives and internal partners to ensure a smooth handover and consistent client experience.
• Brand Representation: Represent the firm with integrity, professionalism, and discretion at networking events, and client introductions

What you'll bring to the role:

• Proven success in referring business leads to Investment Banking, Sales & Trading, Asset Management and Wealth Management within the UK market.
• Strong business development skills with expertise in prospecting, negotiation, and proactive referral generation.
• Established network across the various client segments.
• Excellent communication, presentation, and interpersonal skills.
• Strong organizational discipline with a structured approach to business development and relationship management.
• Good knowledge of regulatory considerations including UKRND, cross-border standards, FATCA, CRS, and Risk & Compliance frameworks.
• Entrepreneurial mindset and self-starter attitude, capable of operating independently while collaborating effectively with international teams.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that’s differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Certified Persons Regulatory Requirements:

If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Flexible work statement

Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.