Job Description

Popular is committed to developing and providing growth opportunities for our employees. To foster our commitment, we continually strive to expand our internal mobility options. We invite you to take look at the following opportunity:

Associate Private Banker
Ind. Contributor ,  06  

Applying for a position within the same job level as your current role may also represent a growth and development opportunity. Carefully review the tasks and responsibilities stated in the job description prior to applying.

Popular Private Client - NY

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:

• 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 
  
   

To be considered, you will need:

• High School Diploma or equivalent (required). Associates degree preferred. 
  
   
• Minimum of 2 years of sales and service experience in a private banking setting preferred.
  
   
• Strong attention to operational policies and procedures.
  
   
• Strong written and verbal communication skills.
  
   
• Fluency in Microsoft Office programs (required). (Word, Excel, Powerpoint)
  
   
• Ability to establish and maintain effective work relationships both internally and externally.
  
   

Salary Range Information

Our base salary for this position located in New York City generally ranges between $120,000.00 and $125,000.00 hourly, depending on business need and on your qualifications and experience. Base salary does not include incentive compensation, commission, or any other type of remuneration or benefits. Base salary may vary if position is based in other geographic locations.

 

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

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
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