Associate Private Banker at Morgan Stanley

San Francisco, California, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Mar, 26

Salary

135000.0

Posted On

05 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Business Development, Sales Desk Experience, Financial Needs Assessment, Cash Management, Lending Products, Communication Skills, Relationship Building, Team Collaboration, Leadership, Initiative, Software Proficiency, Professionalism, Marketing Campaigns, Cross-Functional Teamwork, Execution Excellence

Industry

Financial Services

Description

Establish a reputation of execution and excellence. Assist in developing and implementing marketing campaigns Assist in the development and maintain adequate marketing pipelines to meet revenue targets. Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners 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 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 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. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. 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.

Responsibilities

Establish a reputation of execution and excellence while assisting in developing and implementing marketing campaigns. Work with Financial Advisors, Branch Managers, and Private Bankers to maintain adequate marketing pipelines to meet revenue targets.