Unknown Company

Senior UHNW Private Banking & Lending Specialist

san francisco, ca • Posted 1 weeks ago
Onsite Full Time Sales Management

Morgan Stanley Private Bank, NA is seeking a Senior Ultra High Net Worth Sales Specialist to collaborate with Private Bankers and Financial Advisors, driving growth in UHNW lending and deposit solutions. The role involves profiling client bases, developing business plans, and guiding advisors to increase new banking revenue across assigned markets.

Travel is expected to be approximately 35%. A Bachelor's degree is required with 7–10 years in private/commercial banking; advanced degrees are

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Senior UHNW Private Banking & Lending Specialist in san francisco at Unknown Company

This position is listed as full time and onsite.

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