Morgan Stanley is seeking an Associate Private Banker to join their Private Banking Group in Westlake Village. The role involves providing support to Private Bankers and Advisors, focusing on cash management and lending solutions while maintaining strong client relationships
Job Summary
Partner with Private Bankers and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients.
Establish a reputation of execution and excellence and gain the confidence of FAs and Private Bankers to fully develop cash management and lending opportunities.
Morgan Stanley offers attractive and comprehensive employee benefits and perks, with ample opportunity to move about the business for those who show passion and grit.
Matching Summary
Match Score: 85
Morgan Stanley is seeking an Associate Private Banker to join their Private Banking Group in Westlake Village. The role involves providing support to Private Bankers and Advisors, focusing on cash management and lending solutions while maintaining strong client relationships.
Salary
Base: $85,000 - $135,000 per year; Bonus/Equity: Incentive compensation, discretionary bonuses, short and long-term incentive packages; Benefits: Comprehensive employee benefits and perks
Skills & Requirements
Must-have
Cash management and lending solutions
Client relationship building
Financial needs assessment
Product and service support
Nice-to-have
Marketing campaign development
Revenue target achievement
Poise and professionalism
Key Requirements
Minimum 3 years of experience in banking
2 years client service/business development/Sales Desk
Bachelor's degree preferred or relevant work experience