Onsite
Posted a day ago
Executive Director

Morgan Stanley Private Bank, NA is seeking a high potential candidate to help grow our National 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
•    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
•    Responsible for driving growth across all UHNW Lending products – Mortgage, Securities Based Lending, and Non-Purpose Lending, Tailored Lending
•    Develop creative and intelligent solutions while advising on client transactions and offering constructive alternatives to further enhance overall relationship
•    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

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Sr. UHNW Specialist