Private Banking Associate: Client Solutions & Growth

Morgan Stanley; Omaha (NE); On-site; USD 70,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking an Associate Private Banker in Omaha, Nebraska to provide product and service support for the Private Banking Group. Key responsibilities include collaborating with Private Bankers to assess client opportunities and establish effective cash management solutions.

The ideal candidate will have a minimum of 3 years’ experience in banking and strong skills in relationship building and communication. A Bachelor’s degree is preferred but relevant experience will be considered. This role demands professionalism and the ability to work in a dynamic 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.
• Experience in understanding the financial needs of all types of clients.

Responsibilities

• Partner with Private Bankers and Advisors to assess opportunities.
• Communicate new product and policy enhancements.
• Work with financial advisors, branch managers and staff.

Skills

Strong knowledge of cash management and lending products

Excellent verbal and written communication skills

Strong relationship building skills

High-net-worth tailored lending products

Software proficiency in Word, Excel, and PowerPoint

Interpersonal collaboration and team skills

Education

Bachelor’s degree or relevant work experience

Job description

Morgan Stanley is seeking an Associate Private Banker in Omaha, Nebraska to provide product and service support for the Private Banking Group. Key responsibilities include collaborating with Private Bankers to assess client opportunities and establish effective cash management solutions.

The ideal candidate will have a minimum of 3 years’ experience in banking and strong skills in relationship building and communication. A Bachelor’s degree is preferred but relevant experience will be considered. This role demands professionalism and the ability to work in a dynamic environment.