Senior UHNW Private Banking & Lending Specialist

625 Morgan Stanley Private Bank,NA; San Francisco (CA); On-site; USD 150,000 - 250,000; Full time

Job summary

Morgan Stanley Private Bank, NA is seeking a Senior Ultra High Net Worth Sales Specialist to collaborate with Private Bankers and Financial Advisors, driving growth in UHNW lending and deposit solutions. The role involves profiling client bases, developing business plans, and guiding advisors to increase new banking revenue across assigned markets.

Travel is expected to be approximately 35%. A Bachelor's degree is required with 7–10 years in private/commercial banking; advanced degrees are

Qualifications

• Bachelor's Degree required; Advanced degree preferred.
• Minimum 7-10 years of experience in private banking or commercial banking in lending origination and credit analysis.
• Proven new business development / origination experience with Lending products is required.
• Advanced knowledge of UHNW credit solutions including securities-based loans, residential mortgage products, home equity lines of credit, and commercial real estate lending.
• Strong understanding of UHNW liquidity management, deposit gathering and tailored lending strategies.
• Experience in understanding the financial needs of all types of clients; influence business development initiatives across multiple advisors and branches.

Responsibilities

• Partner with Private Banker and Financial Advisor/Private Wealth Advisor to support private banking products for UHNW clients and prospects.
• Identify market trends, advisor engagement opportunities and business development initiatives to support regional growth.
• Lead advisor engagement efforts to profile client bases, identify opportunities and increase adoption of UHNW lending and deposit solutions.
• Serve as a subject matter expert for UHNW lending and deposit solutions, providing education and guidance to advisors and clients.
• Lead execution of UHNW deposit initiatives within assigned markets by partnering with advisors and market leadership.
• Collaborate with internal deposit teams to structure sophisticated client depository strategies for UHNW clients.

Skills

UHNW lending

Private banking

Business development

Credit analysis

Relationship management

Education

Bachelor's degree

Advanced degree preferred

Job description

Morgan Stanley Private Bank, NA is seeking a Senior Ultra High Net Worth Sales Specialist to collaborate with Private Bankers and Financial Advisors, driving growth in UHNW lending and deposit solutions. The role involves profiling client bases, developing business plans, and guiding advisors to increase new banking revenue across assigned markets.

Travel is expected to be approximately 35%. A Bachelor's degree is required with 7–10 years in private/commercial banking; advanced degrees are