Private Banking Associate: Cash Solutions & Lending Growth

PowerToFly; Morristown (NJ); On-site; USD 85,000 - 140,000; Full time

Benefits offered by this job

Competitive benefits

Discretionary incentive plan

Job summary

Morgan Stanley in Morristown, NJ is seeking a capable Private Banking Solutions Associate to partner with Private Bankers and Advisors, assessing opportunities and delivering cash management and lending solutions for clients. You will build strong relationships with FAs, branch staff, and product partners to expand revenue opportunities.

Responsibilities include supporting marketing campaigns, maintaining pipelines to meet targets, and communicating product enhancements.

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
• Experience understanding the financial needs of all types of clients
• Bachelor’s degree preferred, or relevant work experience

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 developing 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

Skills

Cash management

Lending products

Communication skills

Relationship building

Team collaboration

MS Office

Education

Bachelor's degree preferred

Tools

Word

Excel

PowerPoint

Job description

Morgan Stanley in Morristown, NJ is seeking a capable Private Banking Solutions Associate to partner with Private Bankers and Advisors, assessing opportunities and delivering cash management and lending solutions for clients. You will build strong relationships with FAs, branch staff, and product partners to expand revenue opportunities.

Responsibilities include supporting marketing campaigns, maintaining pipelines to meet targets, and communicating product enhancements.