Associate Private Banker

625 Morgan Stanley Private Bank,NA; Omaha (NE); On-site; USD 65,000 - 110,000; Full time

Job summary

Morgan Stanley in Omaha, NE seeks an Associate Private Banker to join the Private Banking Group. The role provides product and service support to Private Bankers and Financial Advisors, helping clients with cash management and lending solutions.

You will collaborate with Private Bankers, Advisors and staff to develop revenue pipelines, communicate policy changes, and help deliver a high level of client service in a fast-paced banking environment.

Qualifications

• 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.
• Ability to understand the financial needs of diverse client types.
• Bachelor’s degree preferred, or relevant work experience.

Responsibilities

• Partner with Private Bankers to assess opportunities and provide cash management and lending solutions.
• Support FA and client service with Private Banking products and solutions.
• Develop and maintain marketing pipelines to meet revenue targets.
• Communicate product and policy enhancements to FAs and branch staff.
• Collaborate with Financial Advisors, Branch Managers, Private Bankers and product partners.

Skills

Cash management

Lending products

Relationship building

Communication skills

Education

Bachelor’s degree preferred

Tools

Word

Excel

PowerPoint

Job description

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 (“Associate Private Banker” or “APB”) to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager.

Job Description / Position Responsibilities

• 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), Private Banking products/solutions, distribution and service support
• Establish a reputation of execution and excellence.
• Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their 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
• Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & 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 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

What You Can Expect From Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.

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. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.