Private Banking Associate: Client Solutions & Lending

Morgan Stanley; San Rafael (CA); On-site; USD 85,000 - 135,000; Full time

Job summary

Morgan Stanley seeks an Associate Private Banker to join our Private Banking Sales Team in the West Region. The APB will support Private Bankers by presenting cash management and lending solutions, coordinating with Financial Advisors and Branch staff to deliver superior client service.

The role emphasizes building relationships, developing marketing pipelines, and contributing to revenue targets while maintaining professional standards in a fast-paced financial services 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
• Experience in 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 the development 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 knowledge

Lending products knowledge

Relationship building

Communication skills

Sales experience

Education

Bachelor’s degree preferred

Tools

MS Office

Job description

Morgan Stanley seeks an Associate Private Banker to join our Private Banking Sales Team in the West Region. The APB will support Private Bankers by presenting cash management and lending solutions, coordinating with Financial Advisors and Branch staff to deliver superior client service.

The role emphasizes building relationships, developing marketing pipelines, and contributing to revenue targets while maintaining professional standards in a fast-paced financial services environment.