Sr Sales & Relationship Advisor

Popular, Inc.•Aventura, FL

4d•Hybrid

About The Position

The Sr Sales & Relationship Advisor at Popular Private Client advises individuals, businesses, and families on building, preserving, and managing wealth. The role uses expertise in investments, financial planning, credit, and banking to advise clients on their balance sheets and acquire new clients. The advisor manages and grows a personal book of business while developing and retaining a local team of Private Bankers, partnering with local leadership on market strategy, hiring, and training. The position is part of a local team supported by Popular's institutional platform, specialists, resources, and intellectual capital. It includes developing client relationships, delivering holistic goals-based financial solutions, evaluating and approving credit facilities within bank terms, and ensuring compliance with risk, regulatory, and security requirements. The advisor also coaches a team, supports business plans and marketing initiatives, and represents Popular Private Client and the Wealth Management and Private Banking Division.

Requirements

Bachelor's degree in Business or a related field.
Minimum of 7 years of experience in wealth management and/or private banking.
Five or more years of experience in a leadership position.
Experience or demonstrated understanding of investments, wealth planning, credit, and banking concepts.
Experience with and in-depth knowledge of equity and fixed income markets, cash management, depository products, and securities-based lending.
Applicants must be authorized to work for any employer in the United States; visa sponsorship or transfer is not available.
Provide evidence of academic preparation or courses related to the job posting if necessary.

Nice To Haves

FINRA Series 7, 63, and 65/66 licenses.
Insurance licenses.

Responsibilities

Manage and build client relationships by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience.
Drive business results and acquire new assets from existing clients and through new client acquisition.
Advise clients on their overall balance sheets, including asset allocation, investment management, wealth planning, credit, and banking needs.
Manage and build a personal book of business while developing and retaining a local team of Private Bankers.
Partner with local leadership to develop and execute local-market strategy, including hiring and training.
Coach the team to drive new business, approach opportunities creatively, and share best practices and lessons learned.
Participate in developing the team's business plan and measure and achieve individual and team goals and objectives.
Provide ongoing coaching, feedback, and development to Private Bankers.
Partner with internal specialists and connect clients across Popular Bank's lines of business to provide interdisciplinary expertise.
Ensure proposed solutions meet clients' short-, medium-, and long-term needs through holistic goals-based planning while adhering to risk and control policies, regulatory guidelines, and security measures.
Coach Relationship Managers to grow the team portfolio through new business while maintaining positive customer relationships.
Evaluate, analyze, recommend, and approve credit facilities within the bank's established terms and conditions.
Support marketing campaigns, product launches, and micro-marketing efforts to achieve sales results.
Interview, hire, and train employees; plan, assign, and direct work; appraise performance; and reward and discipline employees.
Work with the broker dealer to address complaints and resolve problems.
Model proactive client engagement and outreach, ensuring consistently high client service by self and the team.
Ensure personal and team compliance with applicable Bank policies and procedures, and timely completion of assigned training and certifications.
Represent Popular Private Client and the Wealth Management and Private Banking Division with manager peers and colleagues to promote strategic business objectives.