Private Banker

Morgan Stanley

Chicago, United States
Base: $110,000 - $190,000 yr; bonus/equity: eligib...
On-site
7 years lending business development experience
Expert knowledge of credit products
Proven new business origination experience
The Private Banker will partner with Financial Advisors to provide advice and potential cash management and lending solutions to clients

Job Summary

  • The Private Banker will partner with Financial Advisors to provide advice and potential cash management and lending solutions to clients.
  • Candidates must possess expert knowledge of credit products including securities-based loans, home equity lines of credit, and commercial credit facilities.
  • Morgan Stanley offers a comprehensive benefits package including medical, dental, vision, 401(k), and up to 20 vacation days annually.

Matching Summary

The Private Banker will partner with Financial Advisors to provide advice and potential cash management and lending solutions to clients.

Salary

Base: $110,000 - $190,000 Yr; 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 years lending business development experience
  • Expert knowledge of credit products
  • Proven new business origination experience

Nice-to-have

  • Strong relationship building capabilities
  • Excellent presentation skills
  • Detail orientation with analytical skills

Key Requirements

  • Minimum 7 years successful lending business development experience
  • Bachelor's degree preferred or relevant experience
  • Completion of formal credit training strongly preferred

Work Rights

Not specified

Tailored Resume

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