Morgan Stanley Smith Barney LLC seeksa Senior Vice President, InstitutionalConsulting Director in San Francisco, CA
Prospect and develop new highnet-worth client relationships with focused prospecting on households with noless than $1 million in investable assets. Maintain and manage the accounts andtransactions of those high net-worth investors and jointly develop suitablefinancial strategies. Conduct sophisticated economic and financial marketanalyses regarding countries other than the United States and the globalmarkets. Analyze economic trends/activities both globally and in local countrymarkets and advise of the effects on the investors portfolios. Recommendchanges to the investors holdings after evaluating the economic, financial andmarket factors and the potential impact on the investors portfolios. Interpretmarket data against complex factors including trends of emerging markets,currency exchange control issues, inflationary environments, and local countryeconomic variables.
Requiresa Bachelors degree in Economics, Finance, or arelated field of study and five years ofexperience in the position offered or Director,Portfolio Manager, or related occupation. Requires two (2) years of experience with: performing economic researchand financial data analysis to create investment proposals for clients;creating and delivering presentations to promote investment and lendingproposals, loan/credit structures, and investment results; market variablesincluding currency exchanges interest rate, local country market taxconsiderations, and inheritance laws; and building financial plans withparticular focus in retirement and estate planning for Canadian clients.Requires one (1) year of experience with: qualitative and quantitative economicanalysis and research of Canadian and US economies including monetary policy,interest rates, and exchange rates. Will accept any amount of experience with:US Canadian Permitted Investor Rules; and working with a network of existingand potential clients and referral sources inside of Canada (with $1+MM AccountBalances).
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