Talent.com
AVP, Associate Private Banker

AVP, Associate Private Banker

Morgan StanleyNew York, NY, US
24 days ago
Job type
  • Full-time
Job description

Associate Private Banker

Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segmentsInstitutional 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

Required Experience

  • 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
  • We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. 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. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

    Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

    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).

    Create a job alert for this search

    Private Banker • New York, NY, US

    Related jobs
    • Promoted
    U.S. Private Bank - Private Banker - VP

    U.S. Private Bank - Private Banker - VP

    ChaseOld Greenwich, CT, US
    Full-time
    Show moreLast updated: 30+ days ago
    • Promoted
    U.S. Private Bank- Investment Specialist- Associate

    U.S. Private Bank- Investment Specialist- Associate

    JPMorgan ChaseNew York, NY, US
    Full-time
    Show moreLast updated: 30+ days ago
    • Promoted
    AVP Associate Banker SAFE Act

    AVP Associate Banker SAFE Act

    CitigroupNew York, NY, US
    Full-time
    Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your caree...Show moreLast updated: 25 days ago
    • Promoted
    Associate, Trading

    Associate, Trading

    Morgan StanleyNew York, NY, US
    Full-time
    Morgan Stanley Investment Management Inc.Associate, Trading in New York, New York.Analyze, execute, and reconcile trades for Money Market instruments including US Treasuries, US Agencies, Corporate...Show moreLast updated: 8 days ago
    • Promoted
    Private Banker

    Private Banker

    Morgan StanleyPurchase, NY, US
    Full-time
    Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities, Wealth Management, and Asset Management.Wealt...Show moreLast updated: 8 days ago
    • Promoted
    Investment Banking Associate

    Investment Banking Associate

    TruistNew York, NY, US
    Full-time +1
    Investment Banking Professional.Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity client...Show moreLast updated: 30+ days ago
    • Promoted
    Banking - Business Development and Management Associate / AVP

    Banking - Business Development and Management Associate / AVP

    Bank of China USANew York, NY, US
    Full-time
    Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and regions.Our long-term outlook, ins...Show moreLast updated: 30+ days ago
    • Promoted
    Queens Branch Corporate Business AVP / Associate

    Queens Branch Corporate Business AVP / Associate

    Bank of China USACorona, NY, US
    Full-time
    Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and regions.Our long-term outlook, ins...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    U.S. Private Bank - Associate - Fund Banker

    U.S. Private Bank - Associate - Fund Banker

    USA JobsNew York, NY, US
    Full-time
    Join a dynamic team delivering premier service to Emerging Private Equity & Venture Capital clients at J.We're seeking exceptionally talented individuals who are collaborative, confident, and motiv...Show moreLast updated: 15 hours ago
    • Promoted
    Senior Associate, BDO Capital - Investment Banking

    Senior Associate, BDO Capital - Investment Banking

    BDO USANew York, NY, US
    Full-time
    The BDO Capital Advisors Experienced Senior Associate is responsible for utilizing previously obtained educational background, along with established organizational and project management skills to...Show moreLast updated: 30+ days ago
    • Promoted
    U.S. Private Bank - Private Banker - VP

    U.S. Private Bank - Private Banker - VP

    JPMorgan ChaseOld Greenwich, CT, US
    Full-time
    Show moreLast updated: 30+ days ago
    • Promoted
    U.S. Private Bank - Private Banker - Associate

    U.S. Private Bank - Private Banker - Associate

    ChaseGarden City, NY, US
    Full-time
    Show moreLast updated: 5 days ago
    • Promoted
    Associate Group Director - VP

    Associate Group Director - VP

    Flagstar BankNew York, NY, US
    Full-time
    Job Summary : The Associate Group Director will be responsible for building and maintaining strong client relationships for the Private Bank by providing personalized banking products and services.T...Show moreLast updated: 30+ days ago
    • Promoted
    U.S. Private Bank- Investment Specialist- Associate

    U.S. Private Bank- Investment Specialist- Associate

    ChaseNew York, NY, US
    Full-time
    Show moreLast updated: 30+ days ago
    • Promoted
    Associate, Global Investment Banking - Consumer & Retail (C&R)

    Associate, Global Investment Banking - Consumer & Retail (C&R)

    Bank of AmericaNew York, NY, US
    Full-time
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clien...Show moreLast updated: 30+ days ago
    • Promoted
    Associate, Trading

    Associate, Trading

    Goldman Sachs & Co. LLCNew York, NY, US
    Full-time
    Associate, Trading with Goldman Sachs & Co.Help execute live securitization and financing deals and manage client relationships. Help perform due diligence on securitization and investment opportuni...Show moreLast updated: 30+ days ago
    • Promoted
    Investment Banking Associate II

    Investment Banking Associate II

    TruistNew York, NY, US
    Full-time +2
    Investment Banking Professional.Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity client...Show moreLast updated: 30+ days ago
    • Promoted
    Corporate Banking - Project Finance AVP / Associate

    Corporate Banking - Project Finance AVP / Associate

    Bank of China USANew York, NY, US
    Full-time
    Assistant Vice President / Associate.Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and...Show moreLast updated: 30+ days ago