Morgan Stanley Smith Barney, LLC seeks a Managing Director, WealthManagement Field, Institutional Consulting Director in San Francisco, California
Work as a specialist within the Canadianmarket focusing on investments, tax, estates, family officer, and UHNWI.Prospect and develop new high net-worth client relationships with focusedprospecting on households with up to $25 million or more in investable assets.Maintain and manage the accounts and transactions of those high net-worthinvestors and jointly develop suitable financial strategies. Conduct economicand financial market analysis regarding countries other than the United Statesand the global markets. Analyze economictrends/activities both globally and in local country markets and advise on effectson the investors portfolios. Recommendchanges to the investors holdings after evaluating the economic, financial andmarket factors and the potential impact on the investors portfolios. Interpret market data against complex factorsincluding trends of emerging markets, currency exchange control issues,inflationary environments, and local country economics variable.
Requiresa Bachelors degree in Finance, Economics, or a related field of study and five(5) years of experience in the position offered or five (5) years of experienceas a Managing Director, Director, or related occupation in the wealthmanagement field. Requirestwo (2) years of experience with: performing economic research and financialdata analysis to create investment proposals for clients; creating anddelivering presentations to promote investment and lending proposals,loan/credit structures, and investment results; market variables includingcurrency exchanges interest rate, local country market tax considerations, andinheritance laws; and building financial plans with particular focus inretirement and estate planning for Canadian clients. Requires one (1) year of experience with:qualitative and quantitative economic analysis and research of Canadian and USeconomies including monetary policy, interest rates, and exchange rates. Willaccept any amount of experience with: US Canadian Permitted Investor Rules; andworking with a network of existing and potential clients and referral sourcesinside of Canada (with up to $25MM or more Account Balances).
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