Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
AVP Associate Private Banker
Job Number : 3253861
3253861
Posting Date
Jun 10, 2024
Primary Location
Americas-United States of America-Pennsylvania-West ConshohockenEducation Level : Bachelor's Degree
Private BankingEmployment Type : Full TimeJob 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 :
Qualifications
Required Experience :
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)
Last updated : 2024-06-11