The individual will be part of the Latin America and US Offshore Sales team at Morgan Stanley Investment Management. They will contribute actively to the sales team by managing business relationships with intermediary and institutional clients in Mexico and the US Offshore market. The position is based in Mexico City.
Responsibilities
- External and internal sales team member, serving as the point of contact for existing and prospective clients in Mexico and the US Offshore market, including Pension Funds, Asset Managers, Private Banks, and Financial Advisors.
- Assist in defining business plans, forecasts, strategy implementation, and execution.
- Engage with MSIM investment teams across Fixed Income, Equity, Multi-Assets, and Alternative Investments to meet client and prospect needs.
- Coordinate and lead client events, roadshows, meetings, and manage logistics.
- Follow up with current clients, handle requests, distribute content, maintain interactions, and work on expanding coverage and diversifying clients and products.
- Collaborate with team members and coordinate communication with other MS support areas such as Reporting, Marketing, Legal, and Client Services.
Qualifications
Fluent in English and SpanishPreferably with a major in Finance, Economics, or Business-related field5-6 years of industry experienceAMIB Figure 3 and FINRA Series 7 CertificationsPassion for sales, financial markets, and asset managementExcellent interpersonal and communication skillsHighly motivated, creative, proactive, and goal-orientedTeam player with a positive attitude, able to work under pressure and at all organizational levelsEffective prioritization skills, able to manage multiple tasks and make appropriate trade-offsWhat You Can Expect From Morgan Stanley
We are committed to maintaining excellence, guided by core values such as putting clients first, integrity, innovation, diversity, and community involvement. Our culture fosters trust, mentorship, and diverse perspectives, supporting our employees' growth and success. Learn more at morganstanley.com / diversity. We offer attractive benefits and a supportive environment for our employees and their families.
We are dedicated to passion and customer focus in our business.
Morgan Stanley is an equal opportunities employer committed to inclusion, diversity, and the development of our workforce based on skills and talents.
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