Morgan Stanley (MS) is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities, Global Wealth Management/Morgan Stanley Wealth Management (MSWM), and Asset Management. MSWM provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.
We are seeking a high potential candidate (Associate Private Banker or APB) to join our National Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager.
·Minimum of 3 years 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 ·Bachelors degree preferred, or relevant work experience ·Series 7 and 66 licenses required to be obtained within 90 days of employment Skills ·Strong knowledge of banking and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities based loans, high net worth tailored lending products & commercial credit products ·Excellent verbal and written communication skills ·Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results ·Ability to understand the financial needs of the retail brokerage clientele ·Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances ·Software proficiency (e.g., Word, Excel, PowerPoint) ·Demonstrate positive initiative, leadership and comfort working in a fast paced environment ·Strong interpersonal collaboration and team skills including working with cross- functional teams eoe/m/f/d/v