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	Your Opportunity as a Summer Associate in Private Wealth Management

Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC, provides a range of investment and private banking services to ultra-high net worth individuals, families and related institutions in the United States, Latin America, Europe, the Middle East and Asia.

An overview of this program’s objectives and how you can benefit

Summer Associates gain direct insight into the role of a PWM Investment Representative (IR), and receive specific introductory training in the skills necessary to succeed at Morgan Stanley Private Wealth Management.

The ten-week PWM Summer Associate Training Program takes place at Morgan Stanley's worldwide headquarters in New York.  With specific emphasis on sales skills, financial acumen and firm culture, the course highlights include:  

• Introduction to Morgan Stanley and Private Wealth Management
• Introduction the firm's platform, products and solutions
• Extensive instruction on the past and present state of the markets domestically and abroad
• Exposure to management and influential individuals throughout PWM and Morgan Stanley
• Intensive sales training courses and exercises
• Team and individual project work, including managing a portfolio, developing a business plan, pitching to mock clients, and generating viable prospects through multiple mediums

Is Private Wealth Management Right for You?
Successful Investment Representatives typically possess the following characteristics:

• You are entrepreneurial, persistent, and team-oriented.
• You have strong professional and ethical values.
• You are eager to build extensive network of prospective client relationships.
• You have an interest in the markets coupled with an ability to explain complex concepts in simple terms.

Requirements

Typically, Summer Associates take part in the program between their first and second year of business school.  To qualify for the PWM Summer Associate Program, you must be on target to complete your first year of business school. 

Selection Process

Candidates are encouraged to attend various Morgan Stanley PWM on-campus interview events, career fairs, and/or presentations. All applications are screened by members of PWM Management.

• The first interview is led by a PWM Investment Representative and usually takes place on your business school campus
• The second round of interviews takes place in New York and is led by various Investment Representatives and, whenever possible, the Regional Manager

How to Apply

Please visit our website at: http://www.morganstanley.com/about/careers/recruiting/apply.html. 

Check with your career center for specific campus application guidelines.

Deadlines

For deadline information regarding the Private Wealth Management Summer Associate Program, please consult your school's career center.

Morgan Stanley Smith Barney is an equal opportunity employer committed to diversifying its workforce (M/F/D/V).