Associate Private Banker

Popular Private Client - SFL

We are currently looking for an experienced ASSOCIATE PRIVATE BANKER with a proven track record in managing high net worth client relationships, to join our Wealth Management and Private Banking team. At Popular Bank we are dedicated to enhancing the well-being and wealth of our clients and their families!

In this position you will serve as the primary point of contact and relationship advocate for a select segment of clients within Popular Private Client. You will be responsible for advising families on building, preserving and managing their wealth and providing an exceptionally high level of client service.

In this position, you will:

• Use your knowledge and expertise of investments, financial planning, credit, and banking to both advise and guide Private Banking clients on all aspects of their financial priorities and drive new client acquisition.

• Drive new business results though cultivation of existing clients as well new to bank clientele

• Conduct client needs assessments through continuous proactive client engagement and development of financial plans. 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 client relationship

• Partner with assigned retail branches to identify potential Private Banking clients

• Ensure that proposed solutions fulfill clients needs and objectives in the short, medium and long term through a holistic goals-based planning approach

• Monitor current clients' banking relationship deposits and loans to proactively maintain asset quality. Continually monitor client information, products, and market trends to identify 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

• Additional responsibilities may be assigned by the private banking team based on the department's needs.

To be considered, you will need:

• High school with related work experience. Bachelor's Degree preferred. Master's degree highly preferred
• Minimum of 3 to 5 years of experience in high-net-worth relationship management
• 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%+)
• FINRA Series 7, Series 63 & Series 65 or Series 66 and state insurance license are required within 90 days of employment

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.

If you have a disability or need more information about requesting an accommodation, please contact us at asesorialaboral@popular.com. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

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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