Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Morgan Stanley Wealth Management (MSWM), and Asset Management. MSWM 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. MS Private Banking Group is seeking a high potential private banker ("Private Bankers") to consider the financial needs of the client and recommend private banking products to MSWM's FAs and their clients. Private Bankers will be assigned to a single high opportunity office, two offices or multiple offices in a Region.
products to clients
emphasis on the high opportunity FAs.
business opportunities and succeed in growing new banking revenue.
products to the client.
meet private banking revenue goals.
fully develop the banking opportunities with their clients.
client transactions or offer constructive alternatives.
Center to provide FA and client private banking product, distribution and
banking products and client service offering direct or indirect solutions.
Management and FA team, consistent with providing sound financial private
Managers, Branch staff and Product partners.
with an investment, commercial or private bank.
mortgage products, home equity lines of credit, securities based loans, high
net worth tailored lending products and commercial credit facilities.
Experience in understanding the financial needs of all types of clients.
Proven new business development / origination experience with Lending
products is required.
Completion of formal credit training strongly preferred.
Bachelor's degree preferred or relevant experience
Series 7, 63 (or 66) securities licenses required or to be obtained within 90
days of employment.
Managers, Clients, Product Specialists and matrix partners
deposit and cash management products.
Ability to understand the financial needs of the retail brokerage clientele.
Ability to efficiently, tactfully & professionally screen, manage and/or decline
transactions while maintaining FA and client relationships.
consistently achieve top revenue results.
clients in the most difficult circumstances.
Detail orientation with strong organizational and analytical skills
Ability to train Financial Advisors on product suite
Possess excellent oral and written communication skills.
Exceptional presentation skills.
Ability to meet deadlines and manage Financial Advisor and client