Trying to transition from Chase Private Client Banker role to an Associate Private Banker role at Morgan Stanley , I have been with JP Morgan Chase for more than a decade. My main reason to move is to work with UHNW client group that can potentially result in a bigger bonus , also my base at Chase has not moved significantly since I started .
Any thoughts , advice will be highly appreciated .

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I’ve worked at both of these firms — the banker role at MS is quite different than the role you’re used to at Chase. While the titles are the same, the job scope is much more broad. You are not so much client facing as you are a resource for the wealth management business. You should have a strong skill set and knowledge around credit and lending for UHNW as that is the primary focus. Networking skills with advisors must be top notch. There is a significant amount of travel involved in many cases. Side note — MS banking has been exposed to recent layoffs.

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