Job Number:

Posting Date

Primary Location

Job

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional 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 (“Virtual Private Banking Specialist” or “VPBS”) to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the E*TRADE financial advisors and their clients.
 

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 necessary
• 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