Senior Vice President, Private Wealth Advisor, Europe and Southern Cone
Morgan Stanley Smith Barney LLC seeks a Senior Vice President, PrivateWealth Advisor, Europe and Southern Cone in Miami, Florida
Draftand implement comprehensive estate and financial plans for ultra-high net worth(UHNW) clients in Uruguay, Chile, Spain, the United Kingdom, and Switzerland.Work with trustees, accountants, lawyers, and other fiduciaries to providetrust services and wealth management solutions for clients. Deliver theinformation, advice, and support needed to help clients define theirphilanthropic goals and create an effective strategy to reach them. Provideclients with access to private wealth management lifestyle advisory services.Identify the needs and provide the resources to work with a family office.Utilize a full range of wealth building, managing, and preserving servicesthroughout the Firm, including mutual funds, stocks, bonds, structure products,credit and lending, and insurance to the client base. Provide advice inrelation to the trading of foreign exchange, equity, debt, and associatedderivative securities. Provide investment advice in relation to specializedinvestment products in alternative fields such as hedge funds, real estate,private equity, mezzanine debt, and infrastructure investments. Identifyprospective new clients in Argentina, Uruguay, Chile, Spain, the UnitedKingdom, and Switzerland while leveraging existing relationships, network ofclients, and contacts with the goal of acquiring new business. Travel (up to20%) may be required to work on projects at various, unanticipated sitesthroughout the United States and internationally.
Requiresa Bachelors degree in International Relations, Business Administration,Economics, or related field of study and six (6) years of experience in theposition offered or six (6) years as a Vice President, Assistant VicePresident, Private Banking Officer, Sales Assistant, or related occupation inthe wealth management space. Requires six (6) years of experience with:developing and managing a book of at least $150 million in assets focusing onUHNW individuals and families with $20 million+ in investable assets inArgentina, Uruguay, Chile, Spain, the UK, and Switzerland; developing andgrowing a book of business in Argentina, Uruguay, Chile, Spain, the UK, andSwitzerland; wealth management structures including trusts, privatefoundations, and corporations; next generation wealth transfers for residentand nonresident aliens; financial planning, mission statements, and familygovernance documents; utilizing a framework for effective philanthropy;charitable nonprofit organizations; working with family offices and theirinvestment vehicles including mutual funds, private foundations, and trusts;trading using delivery versus payment (DVP); working the liability side of theclient's balance sheet; tailoring lending opportunities including purpose and non-purposeloans, commercial real estate lending, and art lending; collecting andanalyzing information regarding clients' assets and liabilities, income, cashflow, and financial objectives; assisting clients with asset allocation;selecting managers; metrics used in the industry of portfolio management;running different scenarios for clients' portfolios using factor analysis and MonteCarlo simulations; performing financial analysis of companies; insurancesolutions for the client business, family members, portfolio investments, andtangible assets; hedging strategies, multicurrency, futures, and options;technical analysis for buy-sell daily signals; liquidity events; working withinvestment banking to pursue cross selling opportunities; Bloomberg, Reuters,Morningstar, and Credit Sight; and risk measuring tools. Requires four (4)years of experience with supernova service model. Requires series 7 and series66 licenses.
To apply, visit us athttp://www.morganstanley.com/about/careers/careersearch.html Scroll down andenter 3139567 as the Job Number and click Search jobs.No calls please.EOE
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Primary Location: Americas-United States of America-Florida-Miami Work Locations: Job: Wealth Management Organization: Morgan Stanley Job Posting: Sep 30, 2019
Internal Number: 6622220
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