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Private Banking Relationship Manager

Expired Job

Popular Inc Aventura , FL 33180

Posted 3 months ago

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

  • FL

Popular Bank has recently developed and continues to expand upon Popular Private Client, a market-leading private banking program developed to support our existing and high net worth clients through a customized suite of targeted banking products and services, including depository and checking accounts, investments, mortgage and trust services. We are currently seeking a seasoned client Relationship Manager with strong private banking relationships in the Florida market to join our Wealth Management and Private Banking team in Miami, FL.

In this position, you will:

Delivering an extraordinary client experience

  • In collaboration with private bankers, coordinate client relationship reviews (Scheduling, Preparing, Leading, Follow-Up, Implementation, Asset Allocation Review, Estate Document Review, Planning)

  • Provide and educate clients on proprietary licensed wealth management tools (Goals, Concerns, Priorities, Net Worth, Planning & Advice). Ensures client usage and utilization of offered wealth management tools and programs.

  • In collaboration with internal partners, advise clients on wealth issues such as review of outside Assets, Credit and Deposit Needs, Estate Document and Planning Review, Asset Allocation Reviews, Liquidity and Life Events

  • Collaborate with Florida Region Head and Manager and private bankers on sales opportunities by assisting with the prospect proposal process, effectively onboarding new client relationships and identifying new business opportunities for existing book of business

  • Ensure superior client servicing activities are maintained with support from sales associates

  • Identify and escalate at risk client situations to Florida Region Head and Manager

Opportunity Management

  • Maintain and expand current client relationships.

  • Develop and maintain an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products.

  • Employ and maintain a disciplined approach to client review process using designated tracking tools to document progress on implementation of client strategies.

Needs Assessment

  • Develop a comprehensive understanding of client's needs, based on the review and analysis of personal and business financial data gathered through period client reviews and engagement with internal partners.

  • Deliver distinctive service by completing relationship reviews with all assigned clients, consistently update the tools with current client data, call summaries, etc.

  • Collaborate with relationship management team to deepen the relationship based upon need and assessment.

  • Develop, implement, and manage appropriate sales and service strategy to drive operational excellence and maintain 100% client satisfaction.


  • Prepare and deliver client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive contact.

  • Promote bank-wide products and services to clients by keeping clients informed of products and services.

  • Actively listen to concerns, present a clear concise picture, and provide the client with targeted solutions to fit the client's needs.


  • Maintain ongoing contact with new clients to ensure a consistently positive experience. Maintain all banking products, including credit while mitigating risk.

To be considered, you will need:

  • Minimum 10 years of demonstrated sales and business development experience of HNW/UHNW clients with proven results

  • Demonstrated strong or advanced knowledge of Investments, Trust and Credit; ability to consult and prioritize client needs

  • Demonstrated in depth knowledge of financial products and banking regulations

  • Demonstrated strong client advisory and servicing skills

  • Demonstrated experience with and broad understanding of personal financial statements

  • Proven experience with and comprehensive understanding of consumer or customized lending

  • Aptitude and interest in using technology in the management of relationships and delivery of client advice

  • Highly effective in making referrals to and collaborating with internal professionals including, trust advisors, home lending officers, financial advisors and commercial officers to address client needs and grow the overall relationship

  • Excellent verbal and written communication skills, preferably bilingual (English and Spanish)

  • Undergraduate degree in business related field or equivalent work experience

  • Proficient in personal computer applications to drive results

  • FINRA Series 6 and Series 63 Licenses are required. FINRA Series 7 License preferred.

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Private Banking Relationship Manager

Expired Job

Popular Inc