Morgan Stanley
Associate Private Banker - Assistant Vice President
$85K–$140K
Boston, Massachusetts · On-site · Director · Full-time · Posted Oct 27, 2026
- Experience
- Minimum 3 years with an investment, commercial, or private bank; 2 years in client service, business development, and/or Sales Desk experience.
- Education
- Bachelor’s degree preferred, or relevant work experience.
About the job
Supports Private Bankers and Financial Advisors by identifying client opportunities and delivering cash management, lending, product, and service solutions.
What you'll do
- Assess client opportunities and support suitable cash management and lending solutions with Private Bankers and Advisors.
- Provide Private Banking product, distribution, and service support to Financial Advisors and clients; communicate product and policy enhancements.
- Help develop marketing campaigns and maintain pipelines to meet revenue targets.
What they ask for
- At least 3 years of experience with an investment, commercial, or private bank.
- 2 years of client service, business development, and/or Sales Desk experience.
- Knowledge of cash management and lending products, including deposits, mortgages, and credit products.
- Strong communication, relationship-building, business development, and service skills.
Pay
$85,000 and $140,000 per year (base salary)
Tools
Word, Excel, PowerPoint
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