Associate Private Banker

Quontic Bank; Stamford (CT); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Commission earnings

Incentive compensation

Discretionary bonuses

Morgan Stanley-sponsored benefit programs

Job summary

Quontic Bank is looking for an Associate Private Banker in Stamford, CT. This role will provide product and service support for Private Bankers, assisting in the development of marketing campaigns and client relationships.

Ideal candidates should have 3+ years of banking experience, excellent communication skills, and a strong understanding of cash management and lending products.

Benefits include commission earnings and a supportive working 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.
• Ability to maintain professionalism with affluent clients.

Responsibilities

• Assist in developing and implementing marketing campaigns.
• Establish a reputation of execution and excellence.
• Partner with Private Banker(s) to provide suitable solutions.

Skills

Understanding financial needs

Excellent verbal and written communication

Relationship building

Software proficiency (Word, Excel, PowerPoint)

Cash management and lending products knowledge

Education

Bachelor’s Degree (preferred)

Tools

Excel

Word

PowerPoint

Job description

Job Highlights

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

Company Profile

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

Job Profile

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.

Education Level

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

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

Duties/Responsibilities

• 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

Skills/Knowledge/Abilities

• 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

Benefits/Perks

• 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.

Employer’s Statement

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.