Senior Private Banker, Wealth & HNW Relationships

Popular Bank; Miami (FL); Hybride; USD 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

Hybrid work model

Equal Opportunity Employer

Résumé du poste

Popular Bank in Miami seeks an experienced Private Banker to manage a defined client segment with a full portfolio of private banking products. You will engage affluent clients, uncover needs, and deliver tailored credit, investment, insurance and mortgage solutions while collaborating with internal partners to expand offerings.

The role demands 5–7 years of private banking experience, strong sales and communication skills, and the ability to travel to client sites.

Qualifications

• 5–7 years in private banking relationship management with high net worth clients.
• Ability to develop complex credit relationships for affluent individuals and entities.
• Strong sales, communication, and client-facing skills with regulatory awareness.
• Willingness to travel to client sites (20%+).
• FINRA licenses and state insurance licenses preferred.

Responsabilités

• Develop and manage a portfolio of private banking clients with a full product suite.
• Call on prospective clients to uncover needs and propose solutions.
• Execute sales plans to structure and close deals toward goals.
• Engage with Mortgage, Investment, Insurance and Banking specialists to tailor solutions.
• Monitor client relationships to maintain asset quality and growth.
• Coach Private Banking Service Officers and collaborate with branches on service and referrals.

Connaissances

Relationship management

Sales skills

Communication skills

Travel readiness

Formation

High School Diploma

Bachelor's degree preferred

Master's degree highly preferred

Outils

FINRA Series 7

FINRA Series 63

FINRA Series 65/66

State insurance licenses

Description du poste

Popular Bank in Miami seeks an experienced Private Banker to manage a defined client segment with a full portfolio of private banking products. You will engage affluent clients, uncover needs, and deliver tailored credit, investment, insurance and mortgage solutions while collaborating with internal partners to expand offerings.

The role demands 5–7 years of private banking experience, strong sales and communication skills, and the ability to travel to client sites.