Morgan Stanley is a global financial services firm with three principal business segments: Institutional Securities, Wealth Management, and Asset Management
Job Summary
Morgan Stanley is a global financial services firm with three principal business segments: Institutional Securities, Wealth Management, and Asset Management.
The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office(s).
At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
Matching Summary
Morgan Stanley is a global financial services firm with three principal business segments: Institutional Securities, Wealth Management, and Asset Management.
Skills & Requirements
Must-have
lending business development experience
credit products knowledge
client financial needs understanding
new business development origination
relationship building capabilities
cash management and lending products
business development and marketing skills
Nice-to-have
poise presence and professionalism
positive initiative and leadership
detail orientation and analytical skills
collaboration skills in team environment
Key Requirements
Minimum of 7 years of lending business development experience
Expert knowledge of credit products
Proven new business development / origination experience
Completion of formal credit training strongly preferred
Bachelor’s degree preferred or relevant experience