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Private Banker

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Date: Jan 16, 2019

Location: New York, NY, US, 10004

 

Join the Popular Team!

Founded in 1893, Popular Inc. has been built upon strong institutional values while providing broad financial services within the United States, Puerto Rico, and the Caribbean.

We strive to create an extraordinary legacy with a passion for customer service, tremendous dedication to our employees, and strong partnerships in the communities where we reside. Come explore Popular - Our bottom line is you.

Popular Private Client - NY

 We are currently looking for a seasoned PRIVATE BANKER with strong private banking relationships in the market 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!  We are developing this new team to support our existing high profile clients, in addition to, anticipated exponential client growth.  In this new position you will serve as the main point of contact and relationship advocate for a select segment of clients within the high-net worth client segmentation.  You will be responsible for delivering the full portfolio of Popular’s products and services to private banking clients to provide epic service, guidance and support. In this position you will primarily acquire, maintain and develop relationships with affluent clients with comprehensive financial service needs. 

In this position, you will:

  • Develop and manage a portfolio of private banking clients through a customized suite of products, in addition to traditional banking services consisting of credit, investment, insurance and mortgage products and services and deposit solutions.
     
  • Cultivate existing private banking tier clients and establish new relationships by calling on prospective clients to uncover prospects needs for products and services and recommend solutions.
     
  • Execute sales plans and strategies in order to help structure and solidify deals to ensure goals are consistently met.
     
  • Conduct client needs assessments through continuous proactive client engagement and development of financial plans and profiling.  Will 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 proposed client.
     
  • Identify opportunities to deliver appropriate commercial, retail, insurance, investment and financial planning services.
     
  • Collaborate with other internal specialists and take ownership for resolving client’s banking needs to ensure an exceptional Private Banking client experience.
     
  • Monitor current clients’ banking relationship deposits and loans to proactively maintain asset quality.  Will continually monitor client information, products, and market trends to indentify 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. 
     

To be considered, you will need:

  • High School Diploma or equivalent required.  Bachelor’s Degree preferred.  Masters degree highly preferred.
  • Minimum of 5 to 7 years of experience in private banking relationship management with concentration in establishing high net work client base.
  • 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%+).

** The following licenses are desired:   FINRA Series 7, Series 63, Series 65 and 66 and state insurance licenses preferred. 

 

Please consider joining our DYNAMIC, friendly team! It takes only a few minutes to check-out this great opportunity and apply!

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

To learn more about Popular, visit our website at www.popularbank.com

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Nearest Major Market: Manhattan
Nearest Secondary Market: New York City

Job Segment: Law, Compliance, Relationship Manager, Legal, Customer Service

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