Senior Investor Oversight Risk Group, Client Segments, Associate, Wealth Ma at Morgan Stanley

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

26 Jan, 26

Salary

0.0

Posted On

28 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Risk Management, Compliance, Fraud Prevention, Law Enforcement, Communication Skills, Analytical Skills, Empathy, Attention to Detail, Problem Solving, Organizational Skills, Time Management, Collaboration, Presentation Skills, Brokerage Knowledge, Crypto Currency Knowledge, Senior Adult Matters Knowledge

Industry

Financial Services

Description

> Provide notifications to and work with appropriate state agencies and regulators > Educate Financial Advisors and Risk Officers on identifying and escalating senior or vulnerable matters and advising clients and their immediate family on strategies to better protect assets and mitigate risks Qualifications: > 3 to 6 years' experience in the financial industry or work experience in compliance, risk management, fraud prevention or law enforcement > General knowledge of crypto currency platforms, exchanges and investing. > Knowledge of applicable laws and regulations pertaining to senior or vulnerable adult matters > Exceptional verbal and written communication skills, including presentation experience, staff training, and collaboration ability > Strong quantitative and analytical skills with substantive knowledge of senior or vulnerable adult matters > High motivation and energy with ability to develop strong working relationships > Basic knowledge of Brokerage and Bank business and the various lines of business > Empathy and passion for assisting clients > A calm demeanor and ability to work on multiple tasks at one time > Self-starter with a strong attention to detail > Ability to work well with colleagues across a diverse range of working groups in a fast-paced environment > Advanced proficiency in MS Office, PowerPoint, Excel, VISIO, and v-lookups > Excellent problem-solving and business judgment > Strong organizational, planning and time management skills > Ability and willingness to voice ideas, in addition to following instructions > Bachelor's Degree or equivalent Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. 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.

Responsibilities

The role involves providing notifications to state agencies and regulators while educating Financial Advisors and Risk Officers on senior or vulnerable matters. Additionally, it includes advising clients and their families on strategies to protect assets and mitigate risks.