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Collaborate with Private Bankers and Financial Advisors to drive growth in the Ultra High Net Worth segment through lending and deposit solutions. Lead business development initiatives and serve as a subject matter expert for sophisticated credit and liquidity strategies.
Requires a Bachelor's degree and 7-10 years of experience in private or commercial banking with a focus on lending origination and credit analysis. Must possess advanced knowledge of UHNW credit solutions and a proven track record of new business development.
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.
Morgan Stanley Private Bank, NA is seeking a high potential candidate to help grow our Sales Ultra High Net Worth team serving this client segment (UHNW). The Senior Ultra High Net Worth Sales Specialist will collaborate with Private Bankers and Financial Advisors/Private Wealth Advisors in order to further enhance the UHNW client segment by providing support in the areas of business development and lending.
Job Description/Position Responsibilities:
Partner with Private Banker and Financial Advisor/Private Wealth Advisor to support the Firm’s goal of providing private banking products to Ultra High Net Worth clients and/or prospects
Partner with the Regional Sales Manager to identify market trends, advisor engagement opportunities and business development initiatives that support regional growth objectives.
Establish a reputation of execution and excellence while maintaining confidence of the Private Banker, Financial Advisor/Private Wealth Advisor and Firm Management
Partner with Financial Advisors/Private Wealth Advisors to profile their client base, identify and analyze business opportunities and build product awareness in order to succeed in growing new banking revenue. Lead advisor engagement efforts by partnering with Financial Advisors and Private Wealth Advisors to profile client bases, identify complex banking opportunities, develop business plans and increase adoption of UHNW lending and deposit solutions.
Serve as a market leader in UHNW deposit and lending education, extraction, and execution in collaboration with Private Bankers, Financial Advisors, and clients. Lead execution of UHNW deposit initiatives within assigned markets by partnering with advisors, Private Bankers and market leadership to identify, prioritize and capture liquidity opportunities.
Collaborate with internal deposit teams to structure sophisticated client depository strategies to benefit the UHNW client segment.
Responsible for driving growth across all UHNW Lending products – Mortgage, Securities Based Lending, and Non Purpose Lending; Tailored Lending
Serve as a subject matter expert for UHNW lending and deposit solutions, providing education, transaction guidance and strategic consultation to advisors, Private Bankers and clients.
Develop creative and intelligent solutions while advising on client transactions and offering constructive alternatives to further enhance overall relationship
Partners, develops and mentors the UHNW Specialist (VP) to grow skills sets and deliver banking and lending products more efficiently to the assigned territory.
Interview prospects & clients in joint meetings with Private Bankers and Financial Advisors/Private Wealth Advisors.
Pre-screen appropriate transactions and communicate with Private Bankers and/or Financial Advisor/Private Wealth Advisors regarding opportunities
Manage expectations through active communication with Private Bankers and Financial Advisors/Private Wealth Advisors
Bachelor’s Degree required; Advanced degree preferred
Minimum 7-10 years of experience in private banking or commercial banking in lending origination and credit analysis
Proven new business development / origination experience with Lending products is required
Advanced knowledge of UHNW credit solutions including securities-based loans, residential mortgage products, home equity lines of credit, and commercial real estate lending.
Strong understanding of UHNW liquidity management, deposit gathering and tailored lending strategies.
Experience in understanding the financial needs of all types of clients
Experience influencing business development initiatives across multiple advisors and branches.
Maintain poise and presence coupled with exceptional interpersonal skills to build relationships with sophisticated high net worth clients and their advisors
Ability to develop and coordinate activities of junior team members
Demonstrate creativity and intelligent solutions in structuring sophisticated client transaction
Balance revenue expectations with risk requirements of firm to ensure client and firm’s interests are met
Ability to tactfully and professionally decline transactions while maintain FA and client relationships
Possess excellent oral and written communication skills and presentation skills
Detail orientation with exceptional analytical skills
Ability to multi-task; meet deadlines and manage Financial Advisor and client expectations
Good collaboration skills in a team-oriented environment
This position may require approximately 35% travel
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between$150,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
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