Private Banking Relationship Manager - High Net Worth

Popular; Florida; On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Popular is seeking an experienced Associate Private Banker to join its Wealth Management and Private Banking team in Aventura, FL. You will manage high-net-worth client relationships, advise on wealth-building and risk management, and deliver premier service to a select client segment.

You will integrate investments, credit, and banking strategies, collaborate with Mortgage, Investment, Insurance, and banking specialists, and help grow the private banking book while ensuring compliance with

Qualifications

• Minimum 3–5 years in high-net-worth relationship management.
• Ability to develop complex credit relationships for high-net-worth clients.
• Strong sales ability and client-focused service.
• Excellent written and verbal communication skills.
• Travel up to 20% of time.

Responsibilities

• Serve as primary contact for select Popular Private Client clients.
• Advise on wealth building, preservation, and management.
• Provide holistic financial planning using investments, credit, and banking.
• Collaborate with Mortgage, Investment, Insurance, and other banking specialists.
• Identify new private banking opportunities and grow client base.
• Ensure compliance with laws and regulations; audit guidelines.

Skills

Relationship management

Financial planning

Credit expertise

Client service

Wealth management

Sales ability

Education

Bachelor's degree

Master's degree

Job description

Popular is seeking an experienced Associate Private Banker to join its Wealth Management and Private Banking team in Aventura, FL. You will manage high-net-worth client relationships, advise on wealth-building and risk management, and deliver premier service to a select client segment.

You will integrate investments, credit, and banking strategies, collaborate with Mortgage, Investment, Insurance, and banking specialists, and help grow the private banking book while ensuring compliance with