- Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients
- Partner with their Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support
- Establish a reputation of execution and excellence. Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients
- Assist in developing and implementing marketing campaigns
- Assist in the development and maintain adequate marketing pipelines to meet revenue targets.
- Communicate new product and policy enhancements to FAs and branch staff
- Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners
- Minimum of 3 years of 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
- Bachelor's degree preferred, or relevant work experience
- SIE, Series 7, and Series 63 licenses required or to be obtained within 90 days of employment start date
- Strong knowledge of cash management 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
-
Private Banker
3 weeks ago
The Judge Group Wayzata, United StatesAt Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the ...
-
Morgan Stanley Wayzata, United StatesJob Description - Assistant Vice President Associate Private Banker Job DescriptionAssistant Vice President Associate Private BankerJob Number: · Job Number: · 3251264Posting Date · Posting Date · : · Apr 29, 2024Primary Location · Primary Location · : · Americas-United S ...
-
Private Banker
3 weeks ago
Associated Banc-Corp Minneapolis, United StatesAt Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the ...
-
Morgan Stanley Wayzata, United StatesMorgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients ...
-
Senior Premier Banker
3 weeks ago
Wells Fargo Minnetonka, United StatesWells Fargo · Mar 06, 2024 · Finance · Job Description · Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and phy ...
-
Senior Premier Banker
6 days ago
Wells Fargo Chanhassen, United StatesWhy Wells Fargo: · Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Compa ...
-
Relationship Banker
2 weeks ago
Old National Bank Saint Paul Park, United States Regular Full timeOverview · Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and ...
-
2025 Financial Advisory Summer Analyst Program
2 weeks ago
Lazard Minneapolis, United StatesMinneapolis · Financial Advisory · Summer Internship · Lazard is one of the world's leading financial advisory and asset management firms. Our people make the difference . With just over 3,000 employees, our tight-knit community allows for professionals eager to learn and will ...
-
Business Banking Specialist II
2 weeks ago
Minnesota Bankers Association Minneapolis, United States903 Washington Ave SMinneapolis, MN Job Description · The Business Banking Specialist II maintains a high level of expertise in the products and services designed for business & non-profit clients. This position has knowledge of multiple financial services, including cash manage ...
-
Tax Support Specialist
9 hours ago
EisnerAmper Minneapolis, United StatesJob Description · At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. Yo ...
-
Relationship Banker
3 weeks ago
Old National Bank Chanhassen, United StatesRelationship Banker Job Locations US-MN-Chanhassen Category/Function Retail Banking Center Position Type Regular Full-Time Requisition ID Workplace Type On Site Overview Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we ar ...
-
Relationship Banker
2 weeks ago
Old National Bank Brooklyn Center, United States· Relationship Banker · Job Locations · US-MN-Brooklyn Center · Category/Function · Retail Banking Center · Position Type · Regular Full-Time · Requisition ID · Overview · Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets ...
-
2025 Financial Advisory Summer Analyst Program
3 weeks ago
Lazard Minneapolis, United StatesMinneapolis · Financial Advisory · Summer Internship · Lazard is one of the world's leading financial advisory and asset management firms. Our people make the difference . With just over 3,000 employees, our tight-knit community allows for professionals eager to learn and will ...
-
Investment Banking Analyst
3 weeks ago
RPMGlobal Minneapolis, United StatesAt Piper Sandler, we connect capital with opportunity to build a better future. · We believe diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. Our mission is to recruit, develop, retain and engage a diverse, high-performing team. Our ...
-
Business Banking Specialist II
3 weeks ago
Minnesota Bankers Association Minneapolis, United States903 Washington Ave SMinneapolis, MN · Job Description · The Business Banking Specialist II maintains a high level of expertise in the products and services designed for business & non-profit clients. This position has knowledge of multiple financial services, including cash man ...
-
Tax Senior Manager
3 weeks ago
EisnerAmper Minneapolis, United StatesJob Description · At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. Yo ...
-
Tax Senior Associate
3 weeks ago
EisnerAmper Minneapolis, United StatesJob Description · At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. Y ...
-
Analyst - Consumer, Retail & Leisure (PMA)
2 weeks ago
Lazard Minneapolis, MN, United StatesRegion · Americas · /*generated inline style */ Business Unit · Financial Advisory · /*generated inline style */ Location · Minneapolis · /*generated inline style */ Job Description Lazard is one of the world's leading financial advisory and asset management firms. Our people ...
-
Assurance Manager
2 weeks ago
EisnerAmper Minneapolis, United StatesAssurance Manager – Private Client Services page is loaded · Assurance Manager – Private Client Services · Apply · locations · Minneapolis · time type · Full time · posted on · Posted Yesterday · job requisition id · Req-6063 · Job Description · At EisnerAmper, we loo ...
-
2025 Tax Winter Intern
3 weeks ago
EisnerAmper Minneapolis, United StatesJob Description · About our Private Client Services (PCS) Team · The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operatin ...
Assistant Vice President Associate Private Banker - Wayzata, United States - Morgan Stanley
Description
Job Description - Assistant Vice President Associate Private BankerJob Description
Assistant Vice President Associate Private Banker
Job Number:
Job Number
:
3251264
Posting Date
Posting Date
:
Apr 29, 2024
Primary Location
Primary Location
:
Americas-United States of America-Minnesota-Wayzata
Education Level
:
Bachelor's Degree
Job
Employment Type
:
Full Time
Job Level
:
Assistant Vice President
Description
Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management.
Wealth Management 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.
Job Description/Position Responsibilities:
Required Experience:
Skills/Abilities:
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.
Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, 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.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).#J-18808-Ljbffr