Hiring: Private Banking Team Lead LATAM Company: ITTConnect Location: Miami-Dade County, FL Job Posted Time: 2026-09-12 14:27:26 Employment Type: Full-time Target Skills & Keywords : Digital Transformation, Private Banking, Risk Management, Series 66, Series 7, Wealth Management About the job Experience: •8 years of experience in Private Banking, Wealth Management, Private Wealth Management, Family Office, or Financial Advisory services. •Minimum 8 years of experience in Private Banking, Wealth Management, Private Wealth Management, Family Office, or Financial Advisory services. Required Skills: •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. •Partner cross-functionally 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. Qualifications: •MUST BE fluent in Spanish. •Series 7, Series 66 (or equivalent), and other applicable securities licenses preferred. •Demonstrated success in 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. •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. •Demonstrated capacity to travel throughout Latin America as needed. •Bachelor’s degree in finance, Economics, Business Administration, Accounting, or related field. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!