Offre fiable

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

Domeo Resources International (DRI)

Lagos, Nigeria CDI

Publiée il y a 1 mois · Expire dans 3 semaines

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Description du poste

A reputable organization seeks a dedicated individual for this role. Reports to: Head, Private Banking / Group Head, Wealth Management 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 mark...

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