HNW Securities-Based Lending Specialist

625 Morgan Stanley Private Bank,NA; United States; Presencial; USD 150.000 - 250.000; Jornada completa

Descripción de la vacante

Morgan Stanley is seeking a high-potential Lending Transactor to support the HNW Lending Transactions team within Wealth Management. The role focuses on advising on complex securities-based lending for high-net-worth clients, collaborating with Private Bankers, Risk, Legal, and Sales to ensure credit quality and efficient processing.

Responsibilities include underwriting, deal structuring, and providing SME support to advisors, while evolving SBL product offerings.

Formación

• Minimum 10 years of securities-based lending experience required.
• Private Bank experience preferred.
• BA or BS required; MBA or JD preferred; leadership experience preferred.

Responsabilidades

• Execute and close securities-based loans for HNW clients with Private Bankers and Risk.
• Proactively manage underwriting pipeline and workflow to meet service levels.
• Prepare senior management reports on liquidity analyses of securities-based loans.
• Develop and negotiate structuring recommendations within the firm’s credit policy.
• Provide SME support to Private Bankers and Financial Advisors in structuring and closing loans.

Conocimientos

SBL experience

Credit analysis

Client management

Leadership experience

Communication skills

Educación

BA/BS

MBA

JD

Formal credit training

Descripción del empleo

Morgan Stanley is seeking a high-potential Lending Transactor to support the HNW Lending Transactions team within Wealth Management. The role focuses on advising on complex securities-based lending for high-net-worth clients, collaborating with Private Bankers, Risk, Legal, and Sales to ensure credit quality and efficient processing.

Responsibilities include underwriting, deal structuring, and providing SME support to advisors, while evolving SBL product offerings.