Associate Private Banker

Our Insights Personal Finance Market Trends Technology & Disruption Sustainability Diversity & Inclusion What We Do Wealth Management Investment Banking & Capital Markets Sales & Trading Research Investment Management Morgan Stanley at Work Sustainable Investing Inclusive Innovation About Us Core Values Leadership History Locations Diversity Sustainability Giving Back Technology Careers Students & Graduates Experienced Professionals LanguageEnglishFrench Single PositionView All JobsCompany PriorityAssociate Private BankerMorristown, New Jersey, United States of AmericaApply NowFind out how well you match with this jobUpload your resumeJob descriptionEmployment TypeFull timeJob LevelProfessionalPosted DateJul 16, 2026Morgan 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.We are seeking a high potential candidate (“Associate Private Banker” or “APB”) to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager.Job Description/Position Responsibilities     Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients Partner with their Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service supportEstablish a reputation of execution and excellence. Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clientsAssist in developing and implementing marketing campaignsAssist in the development and maintain adequate marketing pipelines to meet revenue targets. Communicate new product and policy enhancements to FAs and branch staffWork with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partnersQualifications:Minimum of 3 years of experience with an investment, commercial or private bank 2 years of client service, business development and/or Sales Desk experienceExperience 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 productsExcellent verbal and written communication skillsPossess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile resultsAbility to understand the financial needs of the retail brokerage clienteleMaintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstancesSoftware proficiency (e.g., Word, Excel, PowerPoint)Demonstrate positive initiative, leadership and comfort working in a fast-paced environmentStrong interpersonal collaboration and team skills including working with cross-functional teamsWHAT YOU CAN EXPECT FROM MORGAN STANLEY: 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...