UHNW Private Banking Growth Strategist

PowerToFly; San Francisco (CA); On-site; USD 150,000 - 250,000; Full time

Job summary

Morgan Stanley Private Bank, NA seeks a Senior Ultra High Net Worth Sales Specialist to grow the UHNW client segment by supporting bankers and advisors in business development and lending. You will lead opportunities, profile client bases, and drive adoption of UHNW deposit and mortgage solutions across assigned markets.

The role emphasizes expert knowledge of UHNW credit solutions, relationship building with high-net-worth clients, and mentorship of junior staff. Travel may be required.

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.

Responsibilities

• Partner with Private Banker and Financial Advisor/Private Wealth Advisor to support the Firm’s goal of providing private banking products to Ultra High Net Worth clients and/or prospects
• Partner with the Regional Sales Manager to identify market trends, advisor engagement opportunities and business development initiatives that support regional growth objectives.
• Establish a reputation of execution and excellence while maintaining confidence of the Private Banker, Financial Advisor/Private Wealth Advisor and Firm Management
• Partner with Financial Advisors/Private Wealth Advisors to profile their client base, identify and analyze business opportunities and build product awareness to grow UHNW lending and deposits.
• Serve as a market leader in UHNW deposit and lending education, extraction, and execution in collaboration with Private Bankers, Financial Advisors, and clients.
• Collaborate with internal deposit teams to structure sophisticated client depository strategies to benefit the UHNW client segment.
• Drive growth across UHNW Lending products – Mortgage, Securities Based Lending, and Non Purpose Lending; Tailored Lending
• Serve as a subject matter expert for UHNW lending and deposit solutions, providing education and guidance to advisors and clients.
• Develop creative and intelligent solutions while advising on client transactions and offering constructive alternatives to enhance relationships.
• Mentor the UHNW Specialist to grow skills in delivering banking and lending products in the territory.
• Interview prospects & clients in joint meetings with Private Bankers and Financial Advisors.
• Pre-screen transactions and communicate opportunities with Private Bankers and Advisors.
• Manage expectations through active communication with advisors and clients.

Job description

Morgan Stanley Private Bank, NA seeks a Senior Ultra High Net Worth Sales Specialist to grow the UHNW client segment by supporting bankers and advisors in business development and lending. You will lead opportunities, profile client bases, and drive adoption of UHNW deposit and mortgage solutions across assigned markets.

The role emphasizes expert knowledge of UHNW credit solutions, relationship building with high-net-worth clients, and mentorship of junior staff. Travel may be required.