Associate Private Banker, Assistant Vice President Greater Washington D.C. Area

The Company is seeking an Associate Private Banker to support cash management and lending business development. The role partners with financial advisors to identify client needs, develop suitable solutions, grow new business, and maintain a strong pipeline against business targets. Responsibilities include building advisor knowledge of available services, structuring client transactions, supporting product distribution and service, and serving as a subject matter expert for advisor, branch, and client inquiries. The successful candidate will also develop marketing strategies, monitor the competitive landscape, and collaborate with branch teams and product partners. Candidates should have at least seven years of successful lending business development experience in an investment, commercial, or private banking environment, along with proven lending origination experience and expert knowledge of credit products. Formal credit training is preferred, as is a bachelor’s degree or equivalent relevant experience. Strong relationship-building, business development, analytical, organizational, and communication skills are required, including the ability to train advisors, deliver effective presentations, and manage client expectations. Candidates should demonstrate sound judgment, professionalism, initiative, and the ability to collaborate effectively in a fast-paced environment.

Hiring Company

Morgan Stanley