Sr. UHNW Sales Specialist - Executive Director

San Francisco, California, United States of America · Director

Sponsorship not specifiedDetected 5 days ago

SalesBusiness DevelopmentLeadershipCommunicationCollaboration

About the role

Morgan Stanley Private Bank, NA is seeking a high potential candidate to help grow our Sales Ultra High Net Worth team serving this client segment (UHNW).

Partner with Private Banker and Financial Advisor/Private Wealth Advisor to support the Firm's goal of providing private banking products to Ultra High Net Worth clients and/or prospects
Partner with the Regional Sales Manager to identify market trends, advisor engagement opportunities and business development initiatives that support regional growth objectives.
Partner with Financial Advisors/Private Wealth Advisors to profile their client base, identify and analyze business opportunities and build product awareness in order to succeed in growing new banking revenue.
Lead advisor engagement efforts by partnering with Financial Advisors and Private Wealth Advisors to profile client bases, identify complex banking opportunities, develop business plans and increase adoption of UHNW lending and deposit solutions.
Develop creative and intelligent solutions while advising on client transactions and offering constructive alternatives to further enhance overall relationship
Partners, develops and mentors the UHNW Specialist (VP) to grow skills sets and deliver banking and lending products more efficiently to the assigned territory.
Manage expectations through active communication with Private Bankers and Financial Advisors/Private Wealth Advisors
Lead execution of UHNW deposit initiatives within assigned markets by partnering with advisors, Private Bankers and market leadership to identify, prioritize and capture liquidity opportunities.

Minimum 7-10 years of experience in private banking or commercial banking in lending origination and credit analysis
Proven new business development / origination experience with Lending products is required
Advanced knowledge of UHNW credit solutions including securities-based loans, residential mortgage products, home equity lines of credit, and commercial real estate lending.
Strong understanding of UHNW liquidity management, deposit gathering and tailored lending strategies.
Experience in understanding the financial needs of all types of clients
Experience influencing business development initiatives across multiple advisors and branches.
Ability to multi-task
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.
Bachelor's Degree required; Advanced degree preferred

Demonstrate creativity and intelligent solutions in structuring sophisticated client transaction
Balance revenue expectations with risk requirements of firm to ensure client and firm's interests are met
Possess excellent oral and written communication skills and presentation skills
Detail orientation with exceptional analytical skills
Good collaboration skills in a team-oriented environment
This position may require approximately 35% travel

Expected base pay rates for the role will be between$150,000 and $250,000 per year at the commencement of employment.

Serve as a market leader in UHNW deposit and lending education, extraction, and execution in collaboration with Private Bankers, Financial Advisors, and clients.
Collaborate with internal deposit teams to structure sophisticated client depository strategies to benefit the UHNW client segment.
Serve as a subject matter expert for UHNW lending and deposit solutions, providing education, transaction guidance and strategic consultation to advisors, Private Bankers and clients.

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