Senior Private Wealth Advisor & Team Lead

Popular Bank; Florida; Hybrid; USD 110.000 - 170.000; Vollzeit

Zusammenfassung

Popular Private Client - SFL in Aventura, FL is seeking a Sr Sales & Relationship Advisor to lead a local team and advise high-net-worth clients on investments, wealth planning, credit and banking. You will manage your own book and develop a team of Private Bankers, partnering with leadership on market strategy and hiring.

The role emphasizes coaching, cross‑selling across Popular Bank lines, and strict adherence to risk controls while delivering exceptional client experiences.

Qualifikationen

• Bachelor’s degree in Business or related field with 7+ years in wealth management/private banking.
• 5+ years in a leadership position; ability to coach and develop a local team.
• Experience with investments, wealth planning, credit and banking concepts; strong client focus.

Aufgaben

• Advise individuals, businesses and families on balance sheets and growth strategies.
• Build and manage a local book of business while developing a team of Private Bankers.
• Partner with leadership to execute local market strategy, including hiring and training.
• Provide holistic, goals-based planning while adhering to risk and policy standards.
• Coach Relationship Managers to grow the portfolio and maintain strong client relationships.
• Collaborate with internal specialists to connect clients across lines of business.

Kenntnisse

Investments

Financial planning

Credit analysis

Banking products

Relationship management

Leadership

Coaching

Team development

Ausbildung

Bachelor’s degree in Business or related field

Tools

FINRA Series 7

FINRA 63

FINRA 65/66

Insurance licenses

Jobbeschreibung

Popular Private Client - SFL in Aventura, FL is seeking a Sr Sales & Relationship Advisor to lead a local team and advise high-net-worth clients on investments, wealth planning, credit and banking. You will manage your own book and develop a team of Private Bankers, partnering with leadership on market strategy and hiring.

The role emphasizes coaching, cross‑selling across Popular Bank lines, and strict adherence to risk controls while delivering exceptional client experiences.