Top 13 Private banking Jobs in Morristown Nj

Associate Private Banker
Morgan Stanley —Morristown, NJ
- $85,000 - $140,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health savings account
- Paid holidays
Private Wealth Management Investment Consultant
Morgan Stanley —Morristown, NJ
- $68,000 - $120,000 a year
- Full-time
- Office
- Senior level
- Communication skills
- Health savings account
- Paid holidays
Mortgage Transaction Coordinator – Private Lending
FundingDoor —Iselin, NJ
- $65,000 - $80,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
13d
Private Client Relationship Manager
EPIC Brokers —Jersey City, NJ
- $85 an hour
- Full-time
- Hybrid work
- Microsoft Outlook
- 5 years
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
Private Client Banker - Livingston, NJ - NJ Sussex Market
JPMorganChase —Livingston, NJ
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Technology Risk & Control - Senior Associate - Global Private Bank
JPMorganChase —Jersey City, NJ
- $114,000 - $155,000 a year
- Full-time
- Mid-level
- 3 years
- Analysis skills
- Health insurance
- Tuition reimbursement
Vice President, Client Services - Private Assets
Citco —Jersey City, NJ
- $150,000 - $220,000 a year
- Full-time
- CPA
- Office
- 8 years
- Disability insurance
- Health insurance
Senior Estate Settlement Advisor - PNC Private Bank
PNC Financial Services Group —Millburn, NJ
- $134,400 - $249,600 a year
- Full-time
- Office
- Master's degree
- 8 years
- Wellness program
- Health savings account
Early Career Development Program Manager, US Private Bank & Solutions, Senior Associate
JPMorganChase —Jersey City, NJ
- $88,350 - $135,000 a year
- Full-time
- Mid-level
- Office
- Continuous improvement
- Health insurance
- Tuition reimbursement
Private Client Banker- NJ Waterfront Market
JPMorganChase —Union City, NJ
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
J.P. Morgan Wealth Management - Private Client Advisor - Montclair / Short Hills - New Jersey
JPMorganChase —Montclair, NJ
- $47,520 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Private Client Banker- Journal Square Branch - NJ Waterfront Market
JPMorganChase —Jersey City, NJ
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
7d
Private Client Banker - Richmond Ave - Staten Island, NY
JPMorganChase —Staten Island, NY
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
14d

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Private Wealth Management Investment Consultant
Morgan Stanley —Morristown, NJ
Assist clients with incorporating Insurance and Annuities solutions within their Financial Plans through case design support and asset/liability matching.
$68,000 - $120,000 a year
Private Wealth Management Associate
Morgan Stanley —New York, NY
Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team,…
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KeyBank National Association —Columbus, OH
The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client…
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Private Banker-Float
CFBank —Columbus, OH
Execute a comprehensive range of customer transactions, including deposits, withdrawals, loan servicing, account openings/closings, and specialized transactions…
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Associate Private Banker

Morgan Stanley -
Morristown, NJ

Apply Now

Job Details

Full-time
$85,000 - $140,000 a year

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Financial needs assessment

Full Job Description

Morgan 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 support
Establish a reputation of execution and excellence. Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients
Assist in developing and implementing marketing campaigns
Assist in the development and maintain adequate marketing pipelines to meet revenue targets.
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

Qualifications:

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

WHAT 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 giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Salary range for the position: $85,000 - $140,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

Apply Now

Refine Your Search

private banking jobs in morristown nj

Associate Private Banker

Private Wealth Management Investment Consultant

Mortgage Transaction Coordinator – Private Lending

Private Client Relationship Manager

Private Client Banker - Livingston, NJ - NJ Sussex Market

Technology Risk & Control - Senior Associate - Global Private Bank

Vice President, Client Services - Private Assets

Senior Estate Settlement Advisor - PNC Private Bank

Early Career Development Program Manager, US Private Bank & Solutions, Senior Associate

Private Client Banker- NJ Waterfront Market

J.P. Morgan Wealth Management - Private Client Advisor - Montclair / Short Hills - New Jersey

Private Client Banker- Journal Square Branch - NJ Waterfront Market

Private Client Banker - Richmond Ave - Staten Island, NY

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