Senior Private Banker – Lending & Advisory

Morgan Stanley; Dallas (TX); On-site; USD 100,000 - 120,000; Full time

Job summary

Morgan Stanley is seeking a Private Banker to join their Sales Team in Dallas, Texas. The ideal candidate will build product awareness and provide cash management and lending solutions to Financial Advisors.

Key responsibilities include developing strategies to retain business, executing marketing initiatives, and maintaining relationships with affluent clients. Candidates should have over 7 years of lending business experience and a strong knowledge of various credit products. This position offers an opportunity to thrive in a fast-paced environment.

Qualifications

• Minimum of 7 years of successful lending business development experience.
• Expert knowledge of credit products including credit cards and mortgages.
• Proven new business development/origination experience with lending products.

Responsibilities

• Partner with Financial Advisors to provide cash management and lending solutions.
• Build product awareness and grow new cash management revenue.
• Develop and implement product marketing strategies.

Skills

Relationship-building

Business development

Cash management products

Lending products

Analytical skills

Education

Bachelor's degree

Job description

Morgan Stanley is seeking a Private Banker to join their Sales Team in Dallas, Texas. The ideal candidate will build product awareness and provide cash management and lending solutions to Financial Advisors.

Key responsibilities include developing strategies to retain business, executing marketing initiatives, and maintaining relationships with affluent clients. Candidates should have over 7 years of lending business experience and a strong knowledge of various credit products. This position offers an opportunity to thrive in a fast-paced environment.