Morgan Stanley

Morgan Stanley

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).
  • Serve as a market leader in UHNW deposit and lending education, extraction, and execution in collaboration with Private Bankers, Financial Advisors, and clients.
  • Interview prospects & clients in joint meetings with Private Bankers and Financial Advisors/Private Wealth Advisors.

Responsibilities

  • 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.
  • Establish a reputation of execution and excellence while maintaining confidence of the Private Banker, Financial Advisor/Private Wealth Advisor and Firm Management 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.
  • 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.
  • 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.
  • Pre-screen appropriate transactions and communicate with Private Bankers and/or Financial Advisor/Private Wealth Advisors regarding opportunities Manage expectations through active communication with Private Bankers and Financial Advisors/Private Wealth Advisors
  • Pre-screen appropriate transactions and communicate with Private Bankers and/or Financial Advisor/Private Wealth Advisors regarding opportunities Manage expectations through active communication with

Requirements

  • 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.
  • 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 required

Skills

  • Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences.
  • There's also ample opportunity to move about the business for those who show passion and grit in their work.

Benefits

  • Collaborate with internal deposit teams to structure sophisticated client depository strategies to benefit the UHNW client segment.

Equal opportunity

  • https://www.morganstanley.com/people-opportunities/eeo.
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This listing is sourced directly from Morgan Stanley's careers page and normalized into a canonical job model.