Top 12 Private banking Jobs in Wisconsin

Private Banker
Morgan Stanley —Milwaukee, WI
- Full-time
- Office
- Analysis skills
- Bachelor's degree
Private Wealth Specialist Team Lead
First Business Bank —Brookfield, WI
- Full-time
- 5 years
- Office
- Finance
Private Client Services Relationship Manager (RM)
Johnson Financial Group —Milwaukee, WI
- Full-time
- 6 years
- CPA
- Finance
Private Banker
Associated Bank —Milwaukee, WI
- $95,060 - $162,960 a year
- Full-time
- Background check
- Mid-level
- Office
- Employee stock purchase plan
- 401(k)
Relationship Manager - Private Wealth
CIBC —Milwaukee, WI
- $160,000 - $215,000 a year
- Full-time
- CPA
- Business development
- Presentation skills
- Health savings account
- Health insurance
PWM Private Wealth Advisor
U.S. Bank National Association —Madison, WI
- $126,820 - $164,120 a year
- Full-time
- 8 years
- Bachelor's degree
- Team management
- Paid holidays
- Disability insurance
Wealth Director - PNC Private Bank
PNC Financial Services Group —Milwaukee, WI
- Full-time
- 5 years
- Office
- Master's degree
- Wellness program
- Health savings account
11d
Private Client Banker - Greenfield and 16th Branch - Milwaukee, WI
JPMorganChase —Milwaukee, WI
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Private Client Banker - Germantown/Mequon Area - Germantown, WI
JPMorganChase —Germantown, WI
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
11d
Private Client Banker - Stevens Point Branch - Stevens Point, WI
JPMorganChase —Stevens Point, WI
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Private Wealth Advisor II
Old National Bank —Milwaukee, WI
- Up to $60,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Director, Business Line Strategy and Analytics - Private Wealth
Associated Bank —Milwaukee, WI
- $137,760 - $236,160 a year
- Full-time
- Background check
- 7 years
- Sales
- Employee stock purchase plan
- 401(k)
1d

More jobs to discover

Find similar jobs that you might be interested in.

Private Wealth Specialist Team Lead
First Business Bank —Brookfield, WI
Bachelor’s degree in business, finance, or related field preferred. Coach, mentor, and develop a team of Client Relationship Specialists supporting Private…
PWM Transition Specialist
Robert W. Baird —Milwaukee, WI
As a PWM Transition Specialist, you will play a critical role in welcoming experienced Financial Advisors and their teams to Baird and setting them up for long-…

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Private Client Experience Specialist - Westerville, OH
JPMorganChase —Westerville, OH
Support Bankers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business…
PWM Private Wealth Advisor
U.S. Bank National Association —Columbus, OH
Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration.
$126,820 - $149,200 a year

Show more jobs in cities nearby

I want to receive the latest job alert for private banking in wisconsin

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

private banking jobs near wisconsin

Private Banker

Morgan Stanley -
Milwaukee, WI

Apply Now

Job Details

Full-time

Qualifications

Business development management
Financial sales
Business development within finance
Financial needs assessment
Client acquisition

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 (“Private Bankers” or “PB”) to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office(s).

Job Description/Position Responsibilities

Partner with FAs to provide advice and potential cash management and lending solutions to clients
Build product awareness and understanding among Financial Advisors
Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new cash management and lending revenue
Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited to production, balances, revenue, Advisor participation, units, etc.
Establish a reputation of execution and excellence. Gain confidence of FAs to fully develop the cash management and lending opportunities with their clients
Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives
Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support
Act as the subject matter expert for FA, Branch and client inquires on Private Banking products and services
Understand competitive environment and develop strategies to retain and win new business
Develop and implement product marketing strategies with Branch Management and FA team
Work with and communicate effectively with Financial Advisors, Branch Managers, Branch staff and Product partners

Qualifications:

Minimum of 7 years of successful lending business development experience with an investment, commercial or private bank
Expert knowledge of credit products including credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products and commercial credit facilities
Experience in understanding the financial needs of all types of clients
Proven new business development / origination experience with Lending products is required
Completion of formal credit training strongly preferred
Bachelor’s degree preferred or relevant experience

Skills/Abilities:

Strong relationship building capabilities with Financial Advisors, Branch Managers, Clients, Product Specialists and matrix partners
Strong understanding of the suite of all 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
Ability to understand the financial needs of the retail brokerage clientele.
Ability to efficiently, tactfully & professionally screen, manage and/or decline transactions while maintaining FA and client relationships
Possess excellent business development and marketing skills and desire to consistently achieve top revenue results
Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances
Demonstrate positive initiative, leadership and comfort working in a fast-paced environment
Detail orientation with strong organizational and analytical skills
Ability to train Financial Advisors on product suite
Possess excellent oral and written communication skills
Exceptional presentation skills
Ability to meet deadlines and manage Financial Advisor and client expectations
Good collaboration skills in a team-oriented environment

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.

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 wisconsin

Private Banker

Private Wealth Specialist Team Lead

Private Client Services Relationship Manager (RM)

Private Banker

Relationship Manager - Private Wealth

PWM Private Wealth Advisor

Wealth Director - PNC Private Bank

Private Client Banker - Greenfield and 16th Branch - Milwaukee, WI

Private Client Banker - Germantown/Mequon Area - Germantown, WI

Private Client Banker - Stevens Point Branch - Stevens Point, WI

Private Wealth Advisor II

Director, Business Line Strategy and Analytics - Private Wealth

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for private banking in wisconsin

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected