• Private Banking Operations - HNW Lending Associate Wealth Management Operations Jobs in United States Of America

  • Morgan Stanley Pvt Ltd
  • United States Of America, Usa

Job Description:

Primary Location Americas-United States of America-Utah-South Jordan

Education Level Bachelors Degree

Job Other

Employment Type Full Time

Job Level Associate


Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services The Firms employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries

As a market leader, the talent and passion of our people is critical to our success Together, we share a common set of values rooted in integrity, excellence and strong team ethic Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture

Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets

Wealth Management Operations

Global Wealth Management Operations provides brokerage, investment and financial services to hundreds of thousands of individual investors We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals Morgan Stanley has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations Our services are tailored to each clients investment objectives, risk tolerance, and financial needs Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities

The Analyst within High Net Worth Lending Loan Operations - Liquidity Access Line (LAL), is responsible for processing LAL loan applications and providing operational support for all loan related requests The Analyst will be part of a team with responsibilities that include but are not limited to

- Reviewing client collateral to provide loan recommendations to MS Bank
- Data entry of client information into various loan systems
- Client Documentation management
- Monitor and respond to servicing requests from Wealth Management branch offices
- Review risk reports
- Participate in various testing initiatives and projects
- Updating and maintaining department metrics
- Periodic updates of policies and procedures
- Escalation of issues to management


Skills Required
- Strong knowledge of Microsoft Office
- Strong writing skills
- Ability to work well under pressure and to meet deadlines
- Excellent communication, organization and interpersonal skills
- Ability to drive change and improve efficiencies on the team
- Self-motivated and willing to assume responsibility

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Financial Services/Stockbroking
Functional Area : Banks/Insurance/Financial Services
Role : Banking -General
Salary : As per Industry Standards
Deadline : 18th Mar 2020

Key Skills:

Company Profile:

Morgan Stanley Pvt Ltdarfix

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