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Universal banker Jobs in Louisville, KY
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Morgan StanleyLouisville, Kentucky, USAVP Associate Private Banker
Job Number : 3255852
Posting Date
Aug 14, 2024
Primary Location
Americas-United States of America-Kentucky-LouisvilleEducation Level : Bachelor's Degree
Private BankingEmployment Type : Full TimeJob Level : Assistant Vice President
Description
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 partners
Qualifications
Required Experience :
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).