Sr Sales & Relationship Advisor

Popular Private Client - SFL

We are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients within Popular Private Client. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, Popular Private Client is the place for you. You will be working alongside a team of talented colleagues from other businesses and functions to provide you with the opportunity to take your career to the next level. As a Team Lead at Popular Private Client, you advise individuals, businesses, and families on building preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit, and banking to advise current clients on all aspects of their balance sheets and drive new client acquisition. You will be part of a local team supported by an institutional platform with the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. In addition to managing and building your own book of business, you will also be responsible for developing and retaining a team of Private Bankers. You will partner with local leadership on developing and executing the strategy of the local market, including hiring and training.

In this position, you will:

• You will use your knowledge of investments, financial planning, credit, and banking to advise current clients on all aspects of their balance sheets and drive new client acquisition
• You will be part of a local team and supported by an institutional platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals
• In addition to managing and building your own book of business, you will also be responsible for developing and retaining a local team of Private Bankers
• You will partner with local leadership on developing and executing the strategy of the local market, including hiring and training
• Manage and build relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience
• Drive business results and acquire new assets, both from existing client base and new client acquisition; advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs
• Act as a business coach to help the team drive new business and challenge them to think creatively about approaching opportunities; share best practices and lessons learned across the team
• Participate in developing the team's business plan and ensure goals and objectives are being measured and achieved on an individual and team level
• Provide ongoing coaching, feedback, and development to Private Bankers
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed; connect your clients across all lines of business of Popular Bank
• Ensure that proposed solutions fulfill the client’s needs and objectives in the short, medium, and long term through a holistic goals-based planning approach while strictly adhering to all risk and control policies, regulatory guidelines, and security measures
• Coach a team of Relationship Managers with the goal of developing the team portfolio with new business while insuring positive customer relationships
• Evaluate, analyze, recommend, and approve credit facilities within the established terms and conditions of the bank.
• Support new marketing campaigns and product launches and the development of micro-marketing efforts to achieve sales results.

TEAM LEADER RESPONSIBILITIES: 

• Carries out leadership responsibilities in accordance with the organization's policies and applicable laws.  Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; working closely with our broker dealer to address complaints and resolve problems.
• Lead by example and ensure that self and Team deliver a consistently high level of client service by modeling proactive client engagement and outreach.
• Ensure personal and overall Team compliance with all applicable Bank policies and procedures and timely completion of assigned training and certifications.
• Represent Popular Private Client as liaison for and on behalf of the business and Wealth Management and Private Banking Division with other manager peers and colleagues to promote strategic objectives of the business and Division.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Other responsibilities or assignments not specifically mentioned may also be assigned.

To be considered, you will need:

• Bachelor’s degree in Business or related field combined with a minimum of 7 years of experience in wealth management and/or private banking.
• Five plus years of experience in a leadership position
• FINRA Series 7, 63, 65/66 and Insurance licenses preferred for the position
• Experience or demonstrated understanding of investments, wealth planning, credit, and banking concepts
• Experience with and in-depth knowledge of the equity and fixed income markets, cash management, depository products, and securities-based lending