Associate Private Banker

Job Highlights

• Title
  :
  Associate Private Banker
• Type
  :
  Full Time
• Experience
  :
  Required
• Function
  :
  Business Banking
• Location
  :
  Stamford, CT, United States
• Company
  :
  Morgan Stanley

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management, and investment management services.

The bank is hiring an Associate Private Banker who will provide product and service support for the Private Bankers in the region as well as the Region Manager.

• Bachelor’s Degree (preferred), or relevant work experience

• Minimum of 3 years of experience with an investment, commercial, or private bank
• 2 years of client service, business development, or Sales Desk experience
• Experience in understanding the financial needs of all types of 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
• Establish a reputation of execution and excellence. Gain the confidence of FAs and Private Bankers to fully develop cash management and lending opportunities with their clients
• 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) with private Banking products/solutions, distribution, and service support
• Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners

• Ability to understand the financial needs of the retail brokerage clientele
• Demonstrate positive initiative, leadership, and comfort working in a fast‑paced environment
• Excellent verbal and written communication skills
• Maintain poise, presence, and professionalism with FAs and their affluent clients in the most difficult circumstances
• Possess excellent relationship building, business development, and service skills and have the desire and drive to consistently achieve top quartile results
• Software proficiency (e.g., Word, Excel, PowerPoint)
• Strong interpersonal collaboration and team skills including working with cross‑functional teams
• 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

• The company offers benefits that include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages, and other Morgan Stanley‑sponsored benefit programs.

Morgan Stanley is an Equal Opportunity Employer. All applicants are considered without discrimination or harassment based on 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.