Private Banking Specialist: Cash Management & Lending

PowerToFly; Milwaukee (WI); On-site; USD 90,000 - 120,000; Full time

Job summary

Morgan Stanley is seeking a Private Banker to join its Sales Team in Milwaukee. The role involves building product awareness, developing client solutions, and collaborating with Financial Advisors to enhance cash management and lending services.

The ideal candidate will have a minimum of 7 years in lending business development, with expertise in credit products and strong relationship-building skills. This position offers a chance to advance in a dynamic financial environment.

Qualifications

• At least 7 years of lending business development experience.
• Expert knowledge of various credit products.
• Experience in understanding diverse financial needs.

Responsibilities

• Partner with FAs to provide cash management solutions.
• Develop and implement product marketing strategies.
• Act as a product expert for FAs and clients.

Skills

Relationship building

Credit products knowledge

Business development

Communication skills

Marketing skills

Education

Bachelor’s degree or relevant experience

Job description

Morgan Stanley is seeking a Private Banker to join its Sales Team in Milwaukee. The role involves building product awareness, developing client solutions, and collaborating with Financial Advisors to enhance cash management and lending services.

The ideal candidate will have a minimum of 7 years in lending business development, with expertise in credit products and strong relationship-building skills. This position offers a chance to advance in a dynamic financial environment.