Uhnw Specialist Vice President

Morgan Stanley

Base: $110,000 - $190,000 py; bonus/equity: eligib...
7-10 years private banking experience
Lending origination and credit analysis
Securities based loans expertise
The role involves partnering with Private Bankers and Financial Advisors to drive growth across all Ultra High Net Worth lending products including mortgages and securities-based loans

Job Summary

  • The role involves partnering with Private Bankers and Financial Advisors to drive growth across all Ultra High Net Worth lending products including mortgages and securities-based loans.
  • Candidates must possess expert knowledge of credit products such as home equity lines of credit and commercial credit facilities while maintaining a balance between revenue expectations and firm risk requirements.
  • Morgan Stanley offers a comprehensive benefits package including medical, dental, vision, 401(k), and up to 20 vacation days annually alongside competitive discretionary incentive compensation.

Matching Summary

The role involves partnering with Private Bankers and Financial Advisors to drive growth across all Ultra High Net Worth lending products including mortgages and securities-based loans.

Salary

Base: $110,000 - $190,000 per year; 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

  • 7-10 years private banking experience
  • Lending origination and credit analysis
  • Securities based loans expertise
  • New business development skills
  • Tailored lending product knowledge

Nice-to-have

  • Advanced degree preferred
  • Formal credit training completion
  • Creative transaction structuring
  • Exceptional interpersonal relationship building
  • Ability to tactfully decline transactions

Key Requirements

  • Bachelor's degree required; Advanced degree preferred
  • Minimum 7-10 years in private or commercial banking
  • Proven new business development experience with lending products
  • Completion of formal credit training strongly preferred

Work Rights

Not specified

Tailored Resume

Cover Letter