Job Details

ID #52720817
Estado Massachusetts
Ciudad Boston
Full-time
Salario USD TBD TBD
Fuente Morgan Stanley
Showed 2024-10-17
Fecha 2024-10-18
Fecha tope 2024-12-16
Categoría Etcétera
Crear un currículum vítae
Aplica ya

Associate Private Banker

Massachusetts, Boston, 02108 Boston USA
Aplica ya

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate (“Associate Private Banker” or “APB”) to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager.Job Description/Position 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

Establish a reputation of execution and excellence. 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.

Communicate new product and policy enhancements to FAs and branch staff

Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partnersExperience:

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

Bachelor’s degree preferred, or relevant work experience Skills/Abilities:

Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products

Excellent verbal and written communication skills

Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results

Ability to understand the financial needs of the retail brokerage clientele

Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances

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

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).Job: Private Banking Title: Associate Private Banker Location: Massachusetts-Boston Requisition ID: 3260770

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