VP Premium Banking LATAM

ITTConnect; Coral Gables (FL); On-site; USD 140,000 - 230,000; Full time

Job summary

ITTConnect seeks a VP, Premium Banking Team Lead for a direct-hire, full-time role in Miami, FL. The position manages the Premium client portfolio, drives PWM conversions, and leads RMs to achieve milestones within a large financial institution.

Requirements include minimum 8 years in Private Banking or Wealth Management, fluent Spanish, experience serving Latin American clients, and licenses such as Series 7/66. Travel to Latin America is expected.

Qualifications

• Minimum 8 years of experience in Private Banking or Wealth Management.
• Fluency in Spanish is required.
• Experience serving Latin American clients and understanding regional considerations.
• Series 7, Series 66 licenses preferred.
• Proven track record in acquiring and managing high-net-worth client relationships.
• Strong knowledge of investment products, wealth planning, and cross-border banking.
• Willingness to travel throughout Latin America.

Responsibilities

• Identify PWM potential and increase wallet share through referrals and tailored banking solutions.
• Lead digital engagement initiatives within the Premium Banking portfolio.
• Monitor portfolio performance and cross-selling opportunities.
• Ensure superior client experience with high service standards.
• Oversee onboarding activities and periodic client reviews for compliance.
• Collaborate with product, treasury, lending, and wealth management teams to deliver solutions.
• Establish team goals and provide coaching and development.

Skills

Fluent Spanish

Private Banking Experience

Wealth Management

Leadership

Relationship Management

Business Development

Cross-border / International Banking

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 client that is a large financial institution.

Job location: Miami, FL.

The VP, Premium Banking Team Lead is responsible for managing, maintaining and converting the Premium client portfolio, and establishing new clients. The individual should know and understand the legal and regulatory environment and requirements and comply with them. It is also expected that individual act with ethics, transparency and competence towards clients to identify and develop business opportunities and to ensure and promote a long–term, trustworthy and sustainable relationship. In addition, Team Leader is responsible for overseeing their RO(s)an RMs to ensure the business deliverables and milestones are established.

Responsibilities:

• Identify clients with Private Wealth Management (PWM) potential and proactively increase wallet share through targeted referrals, relationship deepening, and tailored banking solutions to drive conversion to PWM clients.


• Lead initiatives to enhance digital engagement within the Premium Banking portfolio, ensuring clients maximize the use of digital channels and solutions while supporting the Bank’s digital transformation strategy.


• Monitor portfolio performance and client activity to identify cross‑selling opportunities and enhance overall relationship value.


• Ensure the delivery of superior client experience by maintaining high service standards and proactively addressing client needs.


• Oversee onboarding activities and periodic client reviews to ensure compliance with internal policies and regulatory requirements.


• Conduct regular portfolio reviews to identify growth opportunities, mitigate attrition risk, and strengthen client engagement.


• Collaborate with product specialists, treasury, lending, and wealth management teams to deliver comprehensive financial solutions tailored to client needs.


• Establish performance goals and key metrics for team members, providing ongoing coaching, mentoring, and professional development.


• Maintain strong knowledge of market trends, competitive offerings, and emerging clients need to support strategic growth initiatives.


• Ensure adherence to all risk management, AML/KYC, compliance, and operational policies while fostering a culture of accountability and ethical conduct.


• Utilize management reports and client analytics to assess team performance, improve productivity, and support data‑driven decision making.


• Champion a client‑centric culture focused on relationship deepening, operational excellence, and sustainable revenue growth.


• Ensure compliance with all Bank policies, regulatory requirements, and risk management standards, including AML/KYC, BSA, OFAC, and client due diligence procedures.

Requirements

• Minimum 8 years of experience in Private Banking, Wealth Management, Private Wealth Management, Family Office, or Financial Advisory services.


• MUST BE fluent in Spanish.


• Experience serving Latin American clients and understanding the unique financial, cultural, and regulatory considerations of the region.


• Series 7, Series 66 (or equivalent), and other applicable securities licenses preferred.


• Proven track record of acquiring and managing high-net-worth and ultra-high-net-worth client relationships.


• Strong knowledge of investment products, portfolio construction, wealth planning, trust and estate strategies, credit solutions, and alternative investments.


• Experience serving Latin American clients and understanding the unique financial, cultural, and regulatory considerations of the region.


• Strong business development, networking, and relationship management capabilities.


• Excellent understanding of international and cross‑border wealth management structures.


• Strong presentation, communication, negotiation, and interpersonal skills.


• Knowledge of AML/KYC, BSA, OFAC, and wealth management regulatory requirements.


• Ability to travel throughout Latin America as needed.


• Bachelor’s degree in finance, Economics, Business Administration, Accounting, or related field.