Private Banking Business Development Officer (PBBDO) at Domeo Resources International (DRI)

A reputable organization seeks a dedicated individual for this role. Main Function

• The Private Banking Business Development Officer (PBBDO) 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.

• 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.

Role 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.

Operational Efficiency & Compliance:

• Ensure all client onboarding, documentation, and transactions comply with regulatory and internal KYC/AML requirements.

• Maintain accurate client records, call reports, and sales pipelines in accordance with audit standards.

• Collaborate with internal departments (Risk, Treasury, Operations) to ensure smooth service delivery.

Performance Monitoring & Reporting:

• Prepare and submit periodic business reports, including pipeline updates, revenue performance, and client activity summaries.

• Monitor achievement against assigned sales and portfolio targets.

• Provide feedback and recommendations to management on marke...