Morgan Stanley's Ultra-High Net Worth Resources (FOR) within Private Wealth Management seeks a FOR Generalist to lead end-to-end UHNW client engagement and resource coordination across divisions.
Responsibilities include diagnosing client needs, coordinating planning across FOR specialists, building relationships with PWAs and clients, maintaining CRM data, and representing Morgan Stanley at internal and external forums with extensive travel.
#J-18808-LjbffrExecutive Director, UHNW Family Office Solutions in chicago at Unknown Company
This position is listed as full time and onsite.