Senior International Private Banker - Banco Popular Puerto Rico : Job Details

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Date:Apr 15, 2024

Location: New York, NY, US, 10019

Company: Popular

AtPopular,we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States & Virgin Islands. 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; this is why we value their diverse skills, experiences and backgrounds.

Are you ready for a rewarding career?

Over 8,000 people in Puerto Rico, United States and Virgin Islands work at Popular.

Come and join our community!

International Private Banking NY

Responsible for serving as the main point of contact and relationship advocate for a select segment of clients within the high-net-worth client segmentation and delivering full portfolio of Populars products and services to international private banking clients to provide service, guidance and support.

In this position, you will:

Identify, attract, develop, and manage portfolio of international private banking clients through a customized suite of products, in addition to traditional banking services consisting if credit, investment, insurance and mortgage products and services, and deposit solutions. Cultivate private banking 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. Manage relationships that focus on collaborating with other internal partners such as Mortgage, Investment, and other banking specialists to develop and broaden customized Popular products and services solutions for each proposed client. Identify opportunities to deliver appropriate commercial, retail, insurance, investment and financial planning services. Collaborate with other internal specialist and take ownership for resolving clients banking needs to ensure an exceptional Private Banking client experience. Monitor current clients banking relationship deposits and loans to maintain asset quality. Monitor client information, products and market trends to identify new needs and opportunities. 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 relationship by working within audit, compliance and regulatory guidelines.

Supervisory Responsibilities:

This job has no supervisory responsibilities.

To be considered, you will need:

Bachelors degree or masters from an accredited college in Business Administration required, masters preferred, and seven years of experience in private banking relationship management, specifically in establishing high net worth client base abroad.

Salary Range Information

Our base salary for this position located in New York generally ranges between $118,000.00 and $140,000.00 annually, 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.

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

If you have a disability and need assistance with the application process, please contact us at [email protected]. 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 reasonable accommodations. Any other correspondence will not receive a response.

As a leading financial institution in the communities we serve, we reaffirm our commitment to always offer essential financial services and solutions for our customers, including during emergency situations and/or natural disasters. Populars 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 are a California resident, please click here to learn more about your privacy rights.

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Popular is an Equal Opportunity Employer

Learn more about us at www.popular.com and keep updated with our latest job postings at .

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Nearest Major Market:Manhattan

Nearest Secondary Market:New York City

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

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