Associate Private Banker

PowerToFly; Omaha (NE); On-site; USD 70,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking an Associate Private Banker in Omaha, Nebraska to provide product and service support for the Private Banking Group. Key responsibilities include collaborating with Private Bankers to assess client opportunities and establish effective cash management solutions.

The ideal candidate will have a minimum of 3 years’ experience in banking and strong skills in relationship building and communication. A Bachelor’s degree is preferred but relevant experience will be considered. This role demands professionalism and the ability to work in a dynamic environment.

Qualifications

• 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.

Responsibilities

• Partner with Private Bankers and Advisors to assess opportunities.
• Communicate new product and policy enhancements.
• Work with financial advisors, branch managers and staff.

Skills

Strong knowledge of cash management and lending products

Excellent verbal and written communication skills

Strong relationship building skills

High-net-worth tailored lending products

Software proficiency in Word, Excel, and PowerPoint

Interpersonal collaboration and team skills

Education

Bachelor’s degree or relevant work experience

Job description

Associate Private Banker (APB) will provide product and service support for Private Bankers and the Region Manager within Morgan Stanley’s Private Banking Group.

Job Responsibilities

• Partner with Private Bankers and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients.
• Partner with Private Bankers to provide financial advisors and their clients with Private Banking products and solutions, as well as distribution and service support.
• Establish a reputation for execution and excellence, gaining the confidence of financial advisors and Private Bankers to fully develop cash management and lending opportunities.
• Assist in developing and implementing marketing campaigns.
• Maintain adequate marketing pipelines to meet revenue targets.
• Communicate new product and policy enhancements to financial advisors and branch staff.
• Work with and communicate effectively with financial advisors, branch managers and staff, Private Bankers, and 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 deposit, credit cards, residential mortgage products, home equity lines of credit, securities‑based loans, high‑net‑worth tailored lending products and commercial credit products.
• Excellent verbal and written communication skills.
• Strong relationship building, business development, and service skills with a desire to consistently achieve top‑quartile results.
• Ability to understand the financial needs of retail brokerage clientele.
• Maintain poise, presence, and professionalism with financial advisors and affluent clients, even in difficult circumstances.
• Software proficiency in Word, Excel, and PowerPoint.
• Demonstrate positive initiative, leadership, and comfort working in a fast‑paced environment.
• Strong interpersonal collaboration and team skills, including cross‑functional teamwork.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross‑section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.