Private Banker

Popular; Miami (FL); Hybrid; USD 110.000 - 200.000; Vollzeit

Zusammenfassung

Popular is seeking a seasoned Private Banker to join its Wealth Management and Private Banking team in a high-net-worth client segment. You will acquire, maintain, and develop affluent client relationships, delivering a full suite of Popular products and services, including credit, investments, insurance, and deposits.

You will work as the main point of contact, expanding relationships with top clients, collaborating with Mortgage, Investment, Insurance and other specialists to provide tailored

Qualifikationen

• Minimum 5–7 years in private banking relationship management with high-net-worth clients.
• Ability to develop complex credit relationships for high-net-worth individuals and entities.
• Strong business acumen with attention to policies and sales effectiveness.

Aufgaben

• Develop and manage a portfolio of private banking clients with a suite of products.
• Cultivate relationships and call on prospective clients to uncover needs and propose solutions.
• Execute sales plans and structure deals to meet targets.
• Conduct needs assessments and develop financial plans for clients.
• Collaborate with Mortgage, Investment, Insurance and other specialists to broaden offerings.
• Monitor deposits and loans, ensuring asset quality and compliance.

Kenntnisse

Relationship management

Sales skills

Financial analysis

Communication

Credit knowledge

Ausbildung

Bachelor's degree

MBA preferred

Tools

CRM systems

Jobbeschreibung

Popular Private Client - SFL

We are currently looking for a seasoned PRIVATE BANKER with strong private banking relationships in the market to join our Wealth Management and Private Banking team. At Popular Community Bank we are dedicated to enhancing the well-being and wealth of our clients and their families! We are developing this new team to support our existing high profile clients, in addition to, anticipated exponential client growth. In this new position you will serve as the main point of contact and relationship advocate for a select segment of clients within the high-net worth client segmentation. You will be responsible for delivering the full portfolio of Popular’s products and services to private banking clients to provide epic service, guidance and support. In this position you will primarily acquire, maintain and develop relationships with affluent clients with comprehensive financial service needs.

In this position, you will:

• Develop and manage a portfolio of private banking clients through a customized suite of products, in addition to traditional banking services consisting of credit, investment, insurance and mortgage products and services and deposit solutions.
• Cultivate existing private banking tier clients and establish new relationships by calling on prospective clients to uncover prospects needs for products and services and recommend solutions.
• Execute sales plans and strategies in order to help structure and solidify deals to ensure goals are consistently met.
• Conduct client needs assessments through continuous proactive client engagement and development of financial plans and profiling. Will proactively manage relationships that focus on collaborating with other internal partners such as Mortgage, Investment, Insurance and other banking specialists to develop and broaden customized Popular products and service solutions for each proposed client.
• Identify opportunities to deliver appropriate commercial, retail, insurance, investment and financial planning services.
• Collaborate with other internal specialists and take ownership for resolving client’s banking needs to ensure an exceptional Private Banking client experience.
• Monitor current clients’ banking relationship deposits and loans to proactively maintain asset quality. Will continually monitor client information, products, and market trends to indentify new needs and opportunities.
• Train and mentor Private Banking Service Officers and collaborate with branch personnel relative to training, customer service and referral practices.
• Maintain knowledge and understanding of appropriate legislation and regulations affecting banking and customer interaction to ensure that all transactions and customer relationships are handled in a manner consistent with laws and regulations.
• Ensure a high quality and compliant portfolio of client relationships by working within audit, compliance and regulatory guidelines.

To be considered, you will need:

• High School Diploma or equivalent required. Bachelor’s Degree preferred. Masters degree highly preferred.
• Minimum of 5 to 7 years of experience in private banking relationship management with concentration in establishing high net work client base.
• Ability to develop complex credit relationships with high net worth individuals and corporations/partnerships to provide appropriate financial direction.
• Strong business acumen with strong attention to operational policies and procedures combined with strong sales ability and persuasiveness.
• Strong written and verbal communication skills.
• Some travel will be required to visit client sites (20%+).

The following licenses are desired: FINRA Series 7, Series 63, Series 65 and 66 and state insurance licenses preferred.

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.

Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.

ABOUT US

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

Are you ready for a rewarding career?

Popular is an Equal Opportunity Employer, including Disability/Vets

Popular is a Drug Free Workplace

Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.
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