Private Banker

Morgan Stanley

Base: $110,000 - $190,000 yr; bonus/equity: eligib...
7 years lending business development experience
Expert knowledge of credit products
Proven new business origination experience
The Private Banker will partner with Financial Advisors to provide advice and potential cash management and lending solutions to clients

Job Summary

  • The Private Banker will partner with Financial Advisors to provide advice and potential cash management and lending solutions to clients.
  • Morgan Stanley offers a full spectrum of benefits including Medical, Dental, Vision, Life Insurance, and a comprehensive 401(k) plan.
  • Candidates must demonstrate the ability to efficiently screen, manage, and decline transactions while maintaining strong client relationships.

Matching Summary

The Private Banker will partner with Financial Advisors to provide advice and potential cash management and lending solutions to clients.

Salary

Base: $110,000 - $190,000 Yr; Bonus/Equity: Eligible for annual discretionary incentive compensation award; Benefits: Full spectrum including Medical, Dental, Vision, 401(k), and Paid Time Off

Skills & Requirements

Must-have

  • 7 years lending business development experience
  • Expert knowledge of credit products
  • Proven new business origination experience

Nice-to-have

  • Strong relationship building with Financial Advisors
  • Excellent presentation and communication skills
  • Ability to train Financial Advisors on product suite

Key Requirements

  • Minimum 7 years successful lending business development
  • Bachelor's degree preferred or relevant experience
  • Formal credit training strongly preferred

Work Rights

Not specified

Tailored Resume

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