Base: $85,000 to $135,000 py; bonus/equity: commis...
3 years investment or commercial bank experience
2 years client service or sales desk experience
Strong knowledge of cash management products
The Associate Private Banker will partner with Private Bankers to assess opportunities and provide suitable cash management and lending solutions for clients
Job Summary
The Associate Private Banker will partner with Private Bankers to assess opportunities and provide suitable cash management and lending solutions for clients.
Candidates must possess strong knowledge of various financial products including certificates of deposits, home equity lines of credit, and securities-based loans.
Morgan Stanley offers a comprehensive compensation package including base pay between $85,000 and $135,000 plus potential commission earnings and incentive bonuses.
Matching Summary
The Associate Private Banker will partner with Private Bankers to assess opportunities and provide suitable cash management and lending solutions for clients.
Salary
Base: $85,000 to $135,000 per year; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses possible; Benefits: Comprehensive employee benefits and perks included
Skills & Requirements
Must-have
3 years investment or commercial bank experience
2 years client service or sales desk experience
Strong knowledge of cash management products
Understanding of lending products including mortgages
Bachelor's degree preferred
Nice-to-have
Excellent verbal and written communication skills
Strong relationship building abilities
Desire to achieve top quartile results
Comfort working in fast-paced environment
Positive initiative and leadership qualities
Key Requirements
Minimum 3 years experience in investment, commercial, or private banking
Minimum 2 years client service, business development, or sales desk experience
Bachelor's degree preferred or relevant work experience