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Private Banker Jobs

Company

Morgan Stanley
Address , Miami, 33131, Fl
Employment type FULL_TIME
Salary
Expires 2023-06-18
Posted at 1 year ago
Job Description
Private Banker

Job Number:

3235924

POSTING DATE: Apr 18, 2023
PRIMARY LOCATION: Americas-United States of America-Florida-Miami
EDUCATION LEVEL: Bachelor's Degree
JOB: Other
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Vice President

DESCRIPTION

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three 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 (“Private Bankers” or “PB”) to join our National Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office(s).


/Position Responsibilities:


  • Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new cash management and lending revenue
  • Develop and implement product marketing strategies with Branch Management and FA team
  • Partner with FAs to provide advice and potential cash management and lending solutions to clients
  • Act as the subject matter expert for FA, Branch and client inquires on Private Banking products and services
  • Work with and communicate effectively with Financial Advisors, Branch Managers, Branch staff and Product partners
  • Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited to production, balances, revenue, Advisor participation, units, etc.
  • Establish a reputation of execution and excellence. Gain confidence of FAs to fully develop the cash management and lending opportunities with their clients
  • Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support
  • Understand competitive environment and develop strategies to retain and win new business
  • Build product awareness and understanding among Financial Advisors
  • Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives

QUALIFICATIONS


Required Experiences:
  • Experience in understanding the financial needs of all types of clients
  • Bachelor’s degree preferred or relevant experience
  • Proven new business development / origination experience with Lending products is required
  • Expert knowledge of credit products including credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products and commercial credit facilities
  • Completion of formal credit training strongly preferred
  • SIE, Series 7, and Series 63 licenses required or to be obtained within 90 days of employment start date
  • Minimum of 7 years of successful lending business development experience with an investment, commercial or private bank

Skills/Abilities:
  • Ability to efficiently, tactfully & professionally screen, manage and/or decline transactions while maintaining FA and client relationships
  • Strong understanding of the suite of all 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
  • Ability to train Financial Advisors on product suite
  • Detail orientation with strong organizational and analytical skills
  • Possess excellent oral and written communication skills
  • Ability to understand the financial needs of the retail brokerage clientele.
  • Strong relationship building capabilities with Financial Advisors, Branch Managers, Clients, Product Specialists and matrix partners
  • Exceptional presentation skills
  • Possess excellent business development and marketing skills and desire to consistently achieve top revenue results
  • Ability to meet deadlines and manage Financial Advisor and client expectations
  • Demonstrate positive initiative, leadership and comfort working in a fast-paced environment
  • Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances

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).