Private Banker

Morgan Stanley UK

Chicago, United States
$110,000 - $190,000 yr; discretionary incentive co...
On-site
Cash management and lending platform
Credit products expertise
Client needs assessment
Partner with Financial Advisors to provide advice and potential cash management and lending solutions to clients

Job Summary

  • Partner with Financial Advisors to provide advice and potential cash management and lending solutions to clients.
  • Build product awareness and understanding among Financial Advisors and grow new cash management and lending revenue.
  • Develop and present creative and intelligent solutions and advise in structuring client transactions.

Matching Summary

Partner with Financial Advisors to provide advice and potential cash management and lending solutions to clients.

Salary

$110,000 - $190,000 Yr; Discretionary incentive compensation award; Full spectrum of benefits

Skills & Requirements

Must-have

  • Cash management and lending platform
  • Credit products expertise
  • Client needs assessment
  • New business development

Nice-to-have

  • Relationship building with FAs
  • Competitive environment strategy
  • Product marketing strategies

Key Requirements

  • 7 years lending business development experience
  • Expert knowledge of credit products
  • Proven new business development/origination
  • Bachelor’s degree or relevant experience

Work Rights

Not specified

Tailored Resume

Cover Letter