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 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. Compensation Salary range for the position: $85,000 - $140,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award and may participate in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component. EEO Statement Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. 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. The workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo. #J-18808-Ljbffr
Associate Private Banker • Convent Station, NJ, United States
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