Associate Private Banker

Location: Aventura, FL (on‑site). We are seeking an experienced Associate Private Banker to serve as the primary relationship advocate for a select segment of high‑net‑worth clients within Popular Private Client, advising families on building, preserving, and managing their wealth with an exceptionally high level of service.

Responsibilities

• Use expertise in investments, financial planning, credit, and banking to advise Private Banking clients on all aspects of their financial priorities and drive new client acquisition.
• Drive new business results through cultivation of existing clients and new‑to‑bank clientele.
• Conduct client needs assessments via continuous proactive engagement and development of financial plans.
• Proactively manage relationships by collaborating with internal partners (Mortgage, Investment, Insurance, and other banking specialists) to develop and broaden customized products and service solutions.
• Partner with assigned retail branches to identify potential Private Banking clients.
• Ensure proposed solutions fulfill clients’ short‑, medium‑, and long‑term needs through a holistic goals‑based planning approach.
• Monitor current clients’ banking relationship deposits and loans to proactively maintain asset quality.
• Continually monitor client information, products, and market trends to identify new needs and opportunities.
• Train and mentor Private Banking Service Officers and collaborate with branch personnel on training, customer service, and referral practices.
• Maintain knowledge of applicable legislation and regulations to ensure all transactions and relationships comply with laws and regulations.
• Ensure a high‑quality, compliant portfolio by working within audit, compliance, and regulatory guidelines.
• Additional responsibilities may be assigned by the private banking team based on departmental needs.

Requirements

• High school diploma with related work experience; Bachelor’s degree preferred; Master’s degree highly preferred.
• Minimum 3–5 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 attention to operational policies and procedures, combined with strong sales ability and persuasiveness.
• Strong written and verbal communication skills.
• Some travel required to visit client sites (20%+).
• FINRA Series 7, Series 63, and Series 65 or Series 66, plus state insurance license required within 90 days of employment.
• Candidate must provide evidence of academic preparation or courses related to the role, if necessary.
• Must be authorized to work for any employer in the United States; visa sponsorship or transfer is not available for this position.

About Us

Popular is Puerto Rico’s leading financial institution, evolving for over a century from a small bank into a large corporation offering a wide variety of services and financial solutions across the United States, the Caribbean, and Latin America. Our employees are dedicated to making customers’ dreams come true by offering financial solutions at every stage of life. We value diverse skills, experiences, and backgrounds, and reaffirm our commitment to essential financial services — even during emergencies and natural disasters. Popular’s employees are considered essential workers critical to the continuity of these services.