Website DFCC Bank
Relationship Manager – High Net Worth Banking (DFCC Bank)
We are seeking a high-caliber Relationship Manager to drive the growth and retention of our elite client portfolio. In this strategic role, you will act as a trusted advisor to High Net Worth (HNW) individuals, blending sophisticated financial expertise with exceptional service standards. You will be responsible for navigating complex financial needs, maximizing revenue through strategic cross-selling, and ensuring that DFCC Bank remains the preferred financial partner for our most prestigious clients.
Key Responsibilities
As a leader within the branch’s HNW segment, you will manage the end-to-end lifecycle of premium client relationships.
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Portfolio Growth: Proactively manage and expand the branch’s High Net Worth client base, identifying new opportunities to increase profitability and market share.
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Revenue Optimization: Maximize total account value by identifying client needs and strategically cross-selling the Bank’s diverse suite of wealth management and credit products.
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Relationship Stewardship: Act as the primary point of contact for existing and prospective customers, ensuring seamless interactions and a world-class service experience.
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Client Insight: Conduct deep-dive assessments of client financial goals to provide tailored solutions that ensure long-term satisfaction and loyalty.
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Brand Ambassadorship: Maintain the highest standards of professional integrity and service excellence, representing DFCC Bank’s commitment to premium banking.
Your Profile
We are looking for a seasoned finance professional who possesses the technical depth and interpersonal sophistication required to manage elite portfolios.
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Experience: At least 7 years of executive experience within the banking or finance sector, with a proven track record of handling High Net Worth clients.
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Education: A University Degree or a Full Professional Qualification recognized by the Bank (e.g., CASL, CIMA, ACCA, or Banking Diploma).
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Communication: Exceptional command of the English language; must be a strong and persuasive communicator.
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Personality: A confident, outgoing, and pleasing personality with the ability to build immediate rapport with sophisticated stakeholders.
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Competencies: Strong negotiation skills, analytical thinking, and a result-oriented mindset.
Standardized Job Data
| Field | Details |
| Position | Relationship Manager (HNW) |
| Institution | DFCC Bank |
| Experience Level | 7+ Years (Executive) |
| Target Segment | High Net Worth Individuals (HNWI) |
| Core Focus | Portfolio Growth, Cross-Selling, Wealth Advisory |
| Key Partners | Wealth Management Team, Credit Dept, Branch Manager |
What We Offer
Chosen candidates will receive a competitive remuneration package inclusive of attractive fringe benefits. DFCC Bank provides a structured path for career advancement and extensive professional training to ensure your continued growth within the industry.
How to Apply
DFCC Bank is an equal opportunity employer committed to merit-based recruitment and an inclusive environment.
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Application: [Click here] to download the DFCC Bank application form.
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Deadline: Submit your application via the official portal by 31 March 2026.
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Note: Only shortlisted candidates will be contacted. Any form of canvassing will lead to immediate disqualification.