Private Banker at Morgan Stanley

Job Description:

Latest job information from Morgan Stanley for the position of Private Banker. If the Private Banker vacancy in Washington matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Morgan Stanley for the position of Private Banker below matches your qualifications.

Private Banker – Morgan Stanley

Morgan Stanley is a global financial services firm with three principal business segments—Institutional Securities, Wealth Management, and Asset Management. In the Wealth Management segment, we provide comprehensive financial advice, investment advisory, financial and wealth planning, credit & lending, and cash management services to clients.

Overview

We are seeking a high‑potential candidate to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of our full cash management and lending platform within assigned office(s).

Responsibilities

• Partner with Financial Advisors to provide advice and potential cash management and lending solutions to clients.
• Build product awareness and understanding among Financial Advisors.
• Profile client base, identify and analyze business opportunities, and grow new cash management and lending revenue.
• Maintain a pipeline of opportunities to meet Private Banking targets—including production, balances, revenue, Advisor participation, units, etc.
• Establish a reputation of execution and excellence; gain confidence of FAs to develop cash management and lending opportunities with clients.
• Develop and present creative and intelligent solutions; advise in structuring client transactions or offer constructive alternatives.
• Partner with Associate Private Bankers to provide FA and client Private Banking products/solutions, distribution, and service support.
• Act as subject matter expert for FA, Branch, and client inquiries on Private Banking products and services.
• Understand competitive environment and develop strategies to retain and win new business.
• Implement product marketing strategies with Branch Management and FA team.
• Communicate effectively with Financial Advisors, Branch Managers, Branch staff, and Product partners.

Qualifications

• Minimum of 7 years of successful lending business development experience with an investment, commercial, or private bank.
• Expert knowledge of credit products—including credit cards, residential mortgage products, home equity lines of credit, securities‑based loans, high net worth tailored lending products, and commercial credit facilities.
• Experience understanding the financial needs of all types of clients.
• Proven new business development/or­igination experience with lending products is required.
• Completion of formal credit training strongly preferred.
• Bachelor’s degree preferred or relevant experience.

Skills & Abilities

• Strong relationship‑building capabilities with Financial Advisors, Branch Managers, Clients, Product Specialists, and matrix partners.
• Strong understanding of the suite of all cash management and lending products.
• Ability to understand the financial needs of the retail brokerage clientele.
• Ability to efficiently, tactfully, and professionally screen, manage, and/or decline transactions while maintaining FA and client relationships.
• Excellent business development and marketing skills and desire to consistently achieve top revenue results.
• Maintain poise, presence, and professionalism with FAs and affluent clients.
• Positive initiative, leadership, and comfort working in a fast‑paced environment.
• Detail orientation with strong organizational and analytical skills.
• Ability to train Financial Advisors on product suite.
• Excellent oral and written communication skills.
• Exceptional presentation skills.
• Ability to meet deadlines and manage Financial Advisor and client expectations.
• Collaborative team‑oriented skills.

What You Can Expect From Morgan Stanley

We are committed to maintaining first‑class service and high standards of excellence. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide our decisions every day. Morgan Stanley offers attractive and comprehensive employee benefits and perks and ample opportunities to move across the business for those who show passion and grit.

Salary Range

$110,000 – $190,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award and participation in the relevant business unit’s incentive compensation plan.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Finance and Sales

Equal Employment Opportunity

Morgan Stanley is an equal‑opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). The Firm ensures equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender stereotype, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Job Info:

• Company: Morgan Stanley
• Position: Private Banker
• Work Location: Washington
• Country: US

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Private Banker at the office Washington above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.