Sales Associate, Mexico City - Investment Management

Morgan Stanley; Xico; Presencial; MXN 600,000 - 800,000; Jornada completa

Descripción de la vacante

A leading global investment firm seeks a sales team member based in Mexico City. You will manage business relationships with institutional clients in Mexico and the US Offshore markets, while actively participating in client events and strategy implementations. Candidates should be fluent in English and Spanish, have a major in finance or related fields, with 5-6 years of experience in the industry. The role demands strong communication skills and a passion for sales and financial markets.

Formación

• 5-6 years of industry experience required.
• Ability to work under pressure with a positive attitude.
• Skill to prioritize and perform various tasks simultaneously.

Responsabilidades

• Act as point person for clients in Mexico and the US Offshore market.
• Define business plans and strategies.
• Coordinate client events and meetings.
• Follow up on current clients' requests.
• Collaborate with internal teams for comprehensive support.

Conocimientos

Fluent English

Fluent Spanish

Interpersonal skills

Communication skills

Sales passion

Motivated and creative

Team player

Educación

Major in Finance, Economics or Business

Herramientas

FINRA Series 7 Certification

AMIB Figure 3 Certification

Descripción del empleo

Jul 9,

The individual would be part of the Latin America and US Offshore Sales team at Morgan Stanley Investment Management.

The individual will contribute actively to the sales team by taking responsibility of business relationships with intermediary and institutional clients in Mexico and the US Offshore market.

The position will be based in Mexico City.

Responsibilities

• External and internal sales team member, point person for existing and prospective clients in Mexico and the US Offshore market, such as Pension Funds, Asset Managers, Private Banks and Financial Advisors.
• Contribute defining business plans, forecasts, strategy implementation, and execution.
• Active interaction with MSIM investment teams within Fixed Income, Equity, Multi-Assets, and Alternative Investments, to comply with clients and prospects requests.
• Coordinate and lead client events, road shows and meetings, as well as logistics for these initiatives.
• Responsible for current clients' follow-ups and requests, content distribution, frequent interactions, as well as expanding coverage and diversify clients / products.
• Maintain collaboration with team members and lead communication with other MS support areas as Reporting, Marketing, Legal, Client Services and others.

Qualifications

• Fluent English and Spanish
• Preferably major in Finance, Economics or Business related
• 5-6 Years of industry experience
• AMIB Figure 3 and FINRA Series 7 Certifications
• Passion for sales, financial markets & asset management
• Excellent interpersonal and communication skills
• Highly motivated and creative individual - takes initiative and objective oriented
• Team player with a positive attitude and the ability to work under pressure.

Comfortable working with people at all organizational levels

• Skill to effectively prioritize, make the appropriate trade-offs as needed and perform various tasks simultaneously

WHAT YOU CAN EXPECT FROM MORGAN STANLEY

• We're committed to bringing passion and customer focus to the business.

Morgan Stanley is an equal opportunities employer.

We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.

Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences.

Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.