Senior Premium Banking Team Lead - Growth & PWM

ITTConnect

Miami (FL)

On-site

USD 140,000 - 200,000

Full time

14 days+

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Job summary

ITTConnect is seeking a Premium Banking Team Lead (VP) for a direct-hire, full-time position with a large financial institution in Miami, FL. The VP will lead the Premium Banking team, managing a high-net-worth client portfolio and driving growth through targeted referrals and cross-selling opportunities.

Fluency in Spanish and experience serving Latin American clients are required. The role emphasizes adherence to AML/KYC, risk management, and regulatory standards while delivering superior

Qualifications

  • 8+ years in retail banking or premium/private banking with leadership experience.
  • Fluent in Spanish and experience with Latin American clients.
  • Strong relationship management and business development skills.
  • Knowledge of PWM, AML/KYC, risk management and banking regulations.
  • Bachelor’s degree in finance/economics/BA required.

Responsibilities

  • Lead and coach the Premium Banking team to achieve portfolio growth and profitability.
  • Identify PWM opportunities and increase wallet share through referrals and deepening relationships.
  • Drive digital engagement within the Premium Banking portfolio and support digital transformation.
  • Monitor portfolio performance and client activity to identify cross-sell opportunities.
  • Ensure superior client experience while maintaining compliance with internal policies and regulatory requirements.
  • Oversee onboarding and periodic client reviews to ensure adherence to AML/KYC and other guidelines.
  • Collaborate with product, treasury, lending and wealth management teams to deliver holistic solutions.
  • Set performance goals, coach team members, and monitor progress against targets.

Skills

Team leadership
Client relationship management
Business development
Spanish fluency
Regulatory compliance
Cross-functional collaboration
Financial analysis
Strategic thinking

Education

Bachelor’s degree in finance, economics, business administration, accounting, or related field

Job description

ITTConnect is seeking a Premium Banking Team Lead (VP) for a direct-hire, full-time position with a large financial institution in Miami, FL. The VP will lead the Premium Banking team, managing a high-net-worth client portfolio and driving growth through targeted referrals and cross-selling opportunities.

Fluency in Spanish and experience serving Latin American clients are required. The role emphasizes adherence to AML/KYC, risk management, and regulatory standards while delivering superior

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