Experience:
- Minimum of 3 years of experience with an investment, commercial or private bank
- 2 years of client service, business development and/or Sales Desk experience
- Experience in understanding the financial needs of all types of clients
- Bachelor’s degree preferred, or relevant work experience
Skills/Abilities:
- Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products
- Excellent verbal and written communication skills
- Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results
- Ability to understand the financial needs of the retail brokerage clientele
- Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances
- Software proficiency (e.g., Word, Excel, PowerPoint)
- Demonstrate positive initiative, leadership and comfort working in a fast-paced environment
- Strong interpersonal collaboration and team skills including working with cross-functional teams
Compensation:
Expected base pay rates for the role will be between $80,000 and $125,000 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.
Diversity and Equal Opportunity:
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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).
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