Global Cash Management VP — Offshore UHNW

Morgan Stanley

Coral Gables (FL)

On-site

USD 110,000 - 190,000

Full time

14 days+

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Job summary

Morgan Stanley is seeking an International Cash Management Specialist to drive growth of cash management solutions for International Wealth Management clients, including offshore accounts. The role requires working with Financial Advisors, Private Bankers, and other specialists to expand adoption of cash services and to educate and engage stakeholders across the organization.

Ideal candidates have 5+ years of banking or treasury experience, strong business development skills, and knowledge of

Qualifications

  • Minimum of 5 years in banking / cash management / treasury management services.
  • Business development experience within International Wealth Management or UHNW clients with a global footprint.
  • Knowledge of cash management services/products such as credit/debit cards, online bill pay, fund transfers, direct deposits, mobile banking and other treasury management solutions for both individuals and commercial clients.
  • Working knowledge of international markets, including rates and products offered by multi-national and global financial institutions.
  • BA/BS required.

Responsibilities

  • Drive responsible growth of cash management solutions through active engagement with Financial Advisors and Private Bankers in the assigned market.
  • Partner with Financial Advisors to provide advice and guidance regarding the firm’s full suite of Cash Management Solutions.
  • Build marketing plans to drive awareness of products relevant to the U.S. and offshore clients.
  • Conduct book reviews in partnership / coordination with Private Bankers and International Lending Advisors in the assigned market to identify and analyze business opportunities.
  • Build and manage a pipeline of cash management opportunities leveraging opportunity lists and other analytics tools.
  • Awareness of the competitive environment and ability to effectively articulate value proposition in competitive situations.
  • Active engagement with Financial Advisors and Private Bankers to incorporate cash management into the onboarding of new clients.

Job description

Morgan Stanley is seeking an International Cash Management Specialist to drive growth of cash management solutions for International Wealth Management clients, including offshore accounts. The role requires working with Financial Advisors, Private Bankers, and other specialists to expand adoption of cash services and to educate and engage stakeholders across the organization.

Ideal candidates have 5+ years of banking or treasury experience, strong business development skills, and knowledge of

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