The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office(s)
Job Summary
The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office(s).
Partner with FAs to provide advice and potential cash management and lending solutions to clients.
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
The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office(s).
Salary
$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, PTO, 401(k), etc.
Skills & Requirements
Must-have
Lending business development experience
Expert knowledge of credit products
New business development/origination experience
Relationship building with Financial Advisors
Subject matter expert for product inquiries
Nice-to-have
Positive initiative and leadership
Comfort working in a fast-paced environment
Poise, presence, and professionalism
Creative and intelligent solutions
Key Requirements
Minimum of 7 years of lending business development experience
Formal credit training completion preferred
Bachelor’s degree preferred or relevant experience