FAQs
What are the main responsibilities of a Trust & Estate Specialist on the MSPWM Team Global at Morgan Stanley?
The main responsibilities include providing customized wealth planning strategies to clients and prospects, developing and delivering comprehensive planning analyses, coordinating various planning solutions, participating in client development meetings, and promoting business development efforts through value-added discussions and relationship building.
What qualifications are required for the Trust & Estate Specialist position?
A JD with at least 10+ years of experience in trust and estate planning for high net worth individuals is required, with other advanced degrees being a plus. Strong coaching and presentation skills, familiarity with the financial services or wealth management industry, integrity, collaboration and leadership skills, exceptional interpersonal skills, and the ability to prioritize efficiently are also important qualifications. Additionally, obtaining the Securities Industry Essential (SIE) exam and Series 7 and 66 licenses are required within the first 1-2 months of joining.