Associate Private Banker, PBG Sales Desk, Associate Vice President Remote (anywhere in New York) + 1 more

The Company is in search of an Associate Private Banker to join their National Sales Team in the Private Banking Group. The successful candidate will be part of a PBG Sales Desk Team, providing essential product and service support to Private Bankers in the region. This role involves acting as a subject matter expert for financial advisors and branch inquiries, making independent financial recommendations on banking and lending products, and partnering with Private Bankers to offer the best financial advice to clients. The Associate Private Banker will also be responsible for establishing a reputation of excellence, assisting in marketing campaigns, and ensuring a coordinated business development process with product partners. Applicants for the Associate Private Banker position should have a minimum of 2-3 years' experience in an investment, commercial, or private bank, with at least 2 years in client service or sales desk experience. A Bachelor's degree is preferred, or relevant work experience. The role requires a strong knowledge of banking and lending products, excellent communication skills, and the ability to build and maintain client relationships. The candidate must be geographically mobile and willing to relocate for career opportunities. The position demands a professional with the ability to work in a fast-paced environment, demonstrate leadership, and collaborate effectively with cross-functional teams.

Hiring Company

Morgan Stanley