Private Banking Associate: Client Solutions & Growth

625 Morgan Stanley Private Bank,NA; Omaha (NE); On-site; USD 65,000 - 110,000; Full time

Job summary

Morgan Stanley in Omaha, NE seeks an Associate Private Banker to join the Private Banking Group. The role provides product and service support to Private Bankers and Financial Advisors, helping clients with cash management and lending solutions.

You will collaborate with Private Bankers, Advisors and staff to develop revenue pipelines, communicate policy changes, and help deliver a high level of client service in a fast-paced banking environment.

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.
• Ability to understand the financial needs of diverse client types.
• Bachelor’s degree preferred, or relevant work experience.

Responsibilities

• Partner with Private Bankers to assess opportunities and provide cash management and lending solutions.
• Support FA and client service with Private Banking products and solutions.
• Develop and maintain marketing pipelines to meet revenue targets.
• Communicate product and policy enhancements to FAs and branch staff.
• Collaborate with Financial Advisors, Branch Managers, Private Bankers and product partners.

Skills

Cash management

Lending products

Relationship building

Communication skills

Education

Bachelor’s degree preferred

Tools

Word

Excel

PowerPoint

Job description

Morgan Stanley in Omaha, NE seeks an Associate Private Banker to join the Private Banking Group. The role provides product and service support to Private Bankers and Financial Advisors, helping clients with cash management and lending solutions.

You will collaborate with Private Bankers, Advisors and staff to develop revenue pipelines, communicate policy changes, and help deliver a high level of client service in a fast-paced banking environment.