Wealth Management Intern

Job Description

Intern – Bilingual English/Mandarin | Morgan Stanley

The Tone:
This is an internship at Morgan Stanley. Morgan Stanley operates as a global financial services leader with over 80,000 employees across 1,200 offices in 42 countries, consistently raising, managing, and allocating capital to help clients achieve their financial goals. For 90 years, the company has upheld values such as a client-first approach, integrity, leading with exceptional ideas, and commitment to diversity and inclusion. This role offers an invaluable opportunity for individuals to gain foundational industry and organizational knowledge, while developing essential business, financial, and analytical skills within the global wealth management sector. The intern will provide direct support to branches and their teams, contribute to crucial market research, and gain comprehensive exposure to the firm’s extensive array of products, services, and client financial needs, operating within an environment that supports and empowers its employees.

The TL;DR
• Role: Internship
• Type: Temporary (maximum ten months)
• Pay: $18–$25 hourly
• Mission: To support global wealth management operations by providing marketing and sales assistance, conducting market research, and gaining hands-on industry experience.

What You’ll Actually Do
• Knowledge Acquisition: Gain industry and organizational knowledge through daily business interactions and job assignments.
• Skill Development: Develop business, financial, and analytical skills essential for a career in global wealth management and financial services.
• Branch Support: Provide marketing and sales support to various branches and their teams.
• Research: Perform market research to gather relevant industry insights.
• Exposure: Gain exposure to the wealth management business, including products, services, and clients’ financial needs.

The Must-Haves
• Background: Entry-Level. Applicants must possess a high school diploma and be at least 18 years of age.
• Experience: This is a temporary internship role with a maximum duration of ten months, intended for individuals seeking to gain initial professional exposure within financial services. No prior work experience is explicitly required.
• Skills:
• Effective communication and interpersonal skills: Demonstrated ability to convey information clearly and concisely, both in writing and verbally, and to interact professionally with colleagues and clients.
• Teamwork ability: Capacity to collaborate effectively as part of a team, contributing to shared goals and supporting colleagues.
• Strong analytical skills: Ability to critically assess information, interpret data, and draw logical conclusions from various sources.
• Bonus:
• Educational pursuit: Currently pursuing a college degree, indicating a commitment to higher education and learning.
• Bilingual proficiency: Fluency in both English and Mandarin, enabling communication with a broader range of clients and teams.
• Industry interest: A strong desire to gain a deeper understanding of the global wealth management business and its operations.