Uhnw Specialist Vice President

Morgan Stanley

Base: $110,000 - $190,000 yr; bonus/equity: eligib...
Uhnw client segment expertise
Lending product origination
Business development with advisors
Partner with Private Bankers and Financial Advisors/Private Wealth Advisors to support the Firm’s goal of providing private banking products to Ultra High Net Worth clients and/or prospects

Job Summary

  • Partner with Private Bankers and Financial Advisors/Private Wealth Advisors to support the Firm’s goal of providing private banking products to Ultra High Net Worth clients and/or prospects.
  • Responsible for driving growth across all UHNW Lending products – Mortgage, Securities Based Lending, and Tailored Lending.
  • Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.

Matching Summary

Partner with Private Bankers and Financial Advisors/Private Wealth Advisors to support the Firm’s goal of providing private banking products to Ultra High Net Worth clients and/or prospects.

Salary

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

Skills & Requirements

Must-have

  • UHNW client segment expertise
  • Lending product origination
  • Business development with advisors
  • Deposit education and execution
  • Tailored Lending opportunities

Nice-to-have

  • Exceptional interpersonal skills
  • Creative and intelligent solutions
  • Poise and presence
  • Collaborative team environment

Key Requirements

  • Bachelor’s Degree required
  • 7-10 years of experience
  • Private banking or commercial banking experience
  • Lending origination and credit analysis
  • Formal credit training strongly preferred
  • Proven new business development / origination experience

Work Rights

Not specified

Tailored Resume

Cover Letter