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Private Banker Assistant Jobs (NOW HIRING)

Morgan Stanley

Associate Private Banker

San Rafael, CA · On-site

$85K - $135K/yr

Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients * Assist in developing and implementing marketing campaigns * Assist in ...

East West Bank

Private Banker

Manhattan, NY · On-site

$180K/yr

We are currently seeking a Private Banker. This position will focus on high touch customers ... Assesses clients' financial situation by gathering information regarding investments, asset Assist ...

Busey

Private Banker II

Kansas City, MO · On-site

$98K - $130K/yr

Proactively monitor current Private Banking portfolio, including tracking and testing loan/financial covenants and assist in the clearing of exceptions. * Maximize Bank profitability through ...

East West Bank

Private Banker

Manhattan, NY · On-site

$65K/yr

Overview We are currently seeking a Private Banker. This position will focus on high touch ... Assesses clients' financial situation by gathering information regarding investments, asset Assist ...

Northwest

Private Banker

Mount Joy, PA

... Assist with setting personal goals and targets Recommend improvements to sales and procedures ... private banking products and services, including credit processes and policies Ability to ...

First Western

Private Banker II

Jackson, WY · On-site

$32.70 - $42.50/hr

You may provide guidance to Private Banker I team members and assist with business development. What You'll Do * Build and deepen relationships with commercial and complex consumer clients ...

First Western

Private Banker II

Jackson, WY · On-site

$32.70 - $42.50/hr

You may provide guidance to Private Banker I team members and assist with business development. What You'll Do * Build and deepen relationships with commercial and complex consumer clients ...

First Western

Private Banker II

Jackson, WY · On-site

$32.70 - $42.50/hr

You may provide guidance to Private Banker I team members and assist with business development. What You'll Do * Build and deepen relationships with commercial and complex consumer clients ...

Morgan Stanley

Associate Private Banker

Omaha, NE · On-site

Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients * Assist in developing and implementing marketing campaigns * Assist in ...

Morgan Stanley

Associate Private Banker

Omaha, NE · On-site

Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients * Assist in developing and implementing marketing campaigns * Assist in ...

Fremont Bank

Private Banker Sales Manager

Livermore, CA

$130K - $170K/yr

The Private Banking Sales Manager will collaborate with Private Banking Leadership to manage a team ... Strategic Planning & Execution * Assist leadership to develop and implement sales strategies ...

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Private Banker Assistant information

See salary details

$10

$35

$89

How much do private banker assistant jobs pay per hour?

As of Jul 2, 2026, the average hourly pay for private banker assistant in the United States is $35.11, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $44.71 per hour, depending on experience, location, and employer.

What is the difference between Private Banker Assistant vs Financial Advisor?

AspectPrivate Banker AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 7 or 66 are commonRequires a bachelor's degree; certifications such as CFP, Series 7, or Series 66 are often necessary
Work EnvironmentSupports private banking teams in banks or financial institutions, assisting with client serviceWorks directly with clients to develop financial plans and investment strategies
Employer & IndustryFinancial institutions, private banksFinancial advisory firms, banks, independent practices

While both roles support financial services, a Private Banker Assistant primarily assists private banking teams with client support, whereas a Financial Advisor works directly with clients to create personalized financial plans. The roles share similar credentials and work environments but differ in client interaction and responsibilities.

What does a Private Banker Assistant do?

A Private Banker Assistant supports private bankers in managing and servicing high-net-worth clients. Their responsibilities often include preparing client documents, managing appointments, handling account inquiries, coordinating transactions, and ensuring compliance with banking regulations. They play a key role in maintaining strong client relationships by delivering excellent customer service and supporting clients’ financial needs. The role requires strong organizational, communication, and problem-solving skills. Private Banker Assistants help streamline operations so private bankers can focus on client development and financial strategy.

What qualifications do I need to be a private banker?

To become a private banker, candidates typically need a bachelor's degree in finance, economics, or a related field. Relevant experience in banking or financial services, strong interpersonal skills, and often professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are also beneficial.

How does a Private Banker Assistant typically support client relationship management within a private banking team?

A Private Banker Assistant plays a vital role in supporting relationship managers by handling client inquiries, preparing account documentation, and ensuring smooth execution of daily banking transactions. They often act as the first point of contact for clients, helping to resolve issues promptly and professionally. Additionally, they coordinate with various departments such as compliance, operations, and investment teams to facilitate seamless client service, which helps strengthen client trust and satisfaction. This collaborative environment offers valuable exposure to wealth management practices and can serve as a stepping stone to more senior roles within private banking.

Do Private Bankers get paid well?

Private Bankers typically earn competitive salaries that include base pay and performance-based bonuses, reflecting their client management and financial advisory roles. Compensation can vary based on experience, location, and the size of the bank or client portfolio, with many earning six-figure incomes or higher.

What does a private banking assistant do?

A private banking assistant supports private bankers by managing client communications, preparing financial documents, and coordinating appointments. They often handle administrative tasks, maintain client records, and use banking software to ensure smooth client service. Strong organizational skills and knowledge of financial products are important for this role.

What are the key skills and qualifications needed to thrive as a Private Banker Assistant, and why are they important?

To thrive as a Private Banker Assistant, you need a solid grasp of financial products, client account management, and administrative support, often backed by a degree in finance or a related field. Familiarity with banking software, CRM systems, and regulatory compliance tools is typically required. Exceptional organizational skills, attention to detail, and strong interpersonal communication help you effectively support both bankers and clients. These competencies are crucial for delivering seamless service, maintaining client trust, and ensuring accurate execution of financial transactions.

What does an assistant banker do?

An assistant banker supports private bankers by handling client inquiries, preparing financial documents, and managing appointments. They often assist with account management, customer service, and administrative tasks to ensure smooth banking operations. Strong communication skills and familiarity with banking software are typically required.
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Private Banker Assistant jobs near you
Associate Private Banker

Associate Private Banker

Morgan Stanley

San Rafael, CA • On-site

$85K - $135K/yr

Full-time

Posted 9 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 151 frontline employees who took The Breakroom Quiz

39th of 146 rated financial services

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 ("Associate Private Banker" or "APB") to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager.
Job Description/Position Responsibilities
  • Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients
  • Partner with their Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support
  • Establish a reputation of execution and excellence. Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients
  • Assist in developing and implementing marketing campaigns
  • Assist in the development and maintain adequate marketing pipelines to meet revenue targets.
  • Communicate new product and policy enhancements to FAs and branch staff
  • Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners

Qualifications:
  • Minimum of 3 years of experience with an investment, commercial or private bank
  • 2 years of client service, business development and/or Sales Desk experience
  • Experience in understanding the financial needs of all types of clients
  • Bachelor's degree preferred, or relevant work experience

Skills/Abilities:
  • Strong knowledge of 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
  • Excellent verbal and written communication skills
  • Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results
  • Ability to understand the financial needs of the retail brokerage clientele
  • Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances
  • Software proficiency (e.g., Word, Excel, PowerPoint)
  • Demonstrate positive initiative, leadership and comfort working in a fast-paced environment
  • Strong interpersonal collaboration and team skills including working with cross-functional teams

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.
Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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.

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