Banker Banker …

Morgan Stanley
in Santa Rosa, CA, United States
Permanent, Full time
Be the first to apply
Morgan Stanley
in Santa Rosa, CA, United States
Permanent, Full time
Be the first to apply
Associate Private Banker

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.

Position Responsibilities:

 Act as subject matter expert for FA and Branch inbound inquires or facilitate

  referral for resolution to the subject matter expert
 Act independently in making financial recommendations on banking and

  lending products to the FAs
 Provide the best banking and lending financial advice to clients in conjunction

  with FAs
 Partner with assigned Private Banker providing direct and backup support as

 Establish a reputation of execution and excellence to gain confidence of FAs

  and Private Bankers to fully develop the banking opportunities with their clients
 Assist in developing and implementing marketing campaigns. Proactively

  make outbound calls to FAs
 Adhere to established distribution process to realize established revenue,

  product and FA / client satisfaction goals, consistent with providing sound

  financial banking and lending advice
 Develop and maintain adequate marketing pipeline to meet revenue targets.

  Maintain pipeline reports on an ongoing basis
 Gather client information to facilitate a streamlined account opening process

  including completion of loan applications and collection of information required

  to make credit decisions
 Collaborate with Region Manager on initiatives supporting the region
 Ensure a coordinated business development and service process with product

  partners. Manage FA expectations throughout relationship and service cycle
 Provide product feedback to product managers to generate FA productivity

  improvements and product enhancements
 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
 Provide temporary coverage to Private Bankers out of the office when needed


 Minimum of 3 years experience with an investment, commercial or private

 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, or to be obtained within 90 days of



 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

 Strong interpersonal collaboration and team skills including working with cross-

  functional teams


Primary Location: Americas-United States of America-California-Santa Rosa
Work Locations:
Job: Private Banking
Organization: Morgan Stanley
Job Posting: Mar 3, 2020