Ms
Associate Private Banker
Morristown, New Jersey, United States of America
Sponsorship not specified$85k-$140kDetected 5 days ago
SalesBusiness DevelopmentExcelLeadershipCommunicationCollaborationMicrosoft Office
About the role
- Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
- Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
- Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
Responsibilities
- Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients
- Partner with their Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support
- Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients
- Assist in developing and implementing marketing campaigns
- Assist in the development and maintain adequate marketing pipelines to meet revenue targets.
- Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners
Requirements
- Minimum of 3 years of experience with an investment, commercial or private bank
- 2 years of client service, business development and/or Sales Desk experience
- Experience in understanding the financial needs of all types of clients
- We do it in a way that's differentiated - and we've done that for 90 years.
- At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
Nice to have
- Bachelor's degree preferred, or relevant work experience
Skills
- Excellent verbal and written communication skills
- Ability to understand the financial needs of the retail brokerage clientele
- Software proficiency (e.g., Word, Excel, PowerPoint)
- Demonstrate positive initiative, leadership and comfort working in a fast-paced environment
- Strong interpersonal collaboration and team skills including working with cross-functional teams
Compensation
- The successful candidate may be eligible for an annual discretionary incentive compensation award.
- The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component.
Benefits
- The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component.
Equal opportunity
- https://www.morganstanley.com/people-opportunities/eeo.
- Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
This listing is sourced directly from Ms's careers page and normalized into a canonical job model.