VP, Premium Banking Team Lead

• 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 of 5-7 years of experience in retail banking, premium banking, private banking, wealth management, or financial services, including supervisory or leadership responsibilities.
  
  


• Ability to lead, coach, and develop a team in a sales and service-oriented environment.
  
  


• Strong relationship management and business development skills, with the ability to deepen client relationships and increase share of wallet.
  
  


• Demonstrated success in acquiring, retaining, and growing affluent and high-net-worth client relationships.
  
  


• Solid knowledge of consumer banking products and services, including deposits, lending, investments, and wealth management solutions.
  
  


• Ability to identify Private Wealth Management (PWM) opportunities and facilitate referrals to enhance client value and revenue generation.
  
  


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


• Strong analytical and problem-solving abilities, with the capacity to interpret financial information and client needs.
  
  


• Knowledge of banking regulations and compliance requirements, including AML, BSA, KYC, OFAC, consumer protection, and risk management practices.
  
  


• Proven ability to manage multiple priorities, achieve performance objectives, and operate effectively in a fast-paced environment.
  
  


• Proficiency in Microsoft Office Suite and CRM/client relationship management systems.
  
  


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

• Leadership & Team Development
  
  
  


• Sales & Business Development
  
  
  


• Client Relationship Management
  
  
  


• Wealth Management Awareness
  
  
  


• Regulatory Compliance & Risk Management
  
  
  


• Digital Banking Adoption
  
  
  


• Strategic Thinking
  
  
  


• Financial Acumen
  
  
  


• Cross-Functional Collaboration
  
  
  


• Client Experience Excellence