Private Banking and Business Development Officer at Domeo Resources International (DRI)
Domeo Resources International (DRI)
Publiée il y a 1 mois · Expire dans 3 semaines
Description du poste
About the Role
This position offers a great opportunity for career growth. The Private Banking Business Development Officer is responsible for driving business growth within the Private Banking Division by acquiring, developing, and managing relationships with high-net-worth individuals (HNWIs) and affluent clients. The role focuses on identifying new business opportunities, providing personalized financial solutions, and ensuring exceptional client experience in line with the bank's strategic objectives.
Ideal Candidate Profile
The ideal candidate must demonstrate strong financial acumen, excellent relationship management skills, and proven experience in private or wealth banking, investment advisory, or high-value client relationship management.
Key Responsibilities
Business Development & Client Acquisition
- Identify, prospect, and onboard new high-net-worth clients to grow the Private Banking portfolio
- Develop tailored financial and investment solutions that align with clients' goals, risk appetite, and financial capacity
- Drive growth in deposit, lending, and investment products in line with set business targets
- Leverage market intelligence, client referrals, and networking opportunities to generate leads
Relationship Management
- Maintain strong, long-term relationships with clients through consistent engagement and exceptional service delivery
- Conduct regular reviews of client portfolios to assess performance, identify new opportunities, and ensure client satisfaction
- Act as a trusted financial advisor by providing expert guidance on wealth creation, preservation, and management
Product Knowledge & Advisory
- Stay abreast of financial market trends, investment products, and regulatory developments
- Promote and cross-sell relevant banking products (e.g., fixed income, mutual funds, structured products, loans, and deposits)
- Work closely with product specialists to deliver customized solutions and maximize client value
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