Pinnacle Relationship Manager | Pinnacle Centre (DFCC Bank)

We are seeking a sophisticated and high-performing Pinnacle Relationship Manager to lead the growth of our elite Pinnacle Centre portfolio. This role is designed for a premier banker who excels in managing the complex financial landscapes of High Net Worth (HNW) individuals. You will act as a strategic advisor, delivering bespoke wealth solutions and ensuring that the Pinnacle banking experience remains the benchmark for excellence in the industry.

The Role: HNW Portfolio Strategy & Client Advocacy

As a Pinnacle Relationship Manager, you are the face of our most exclusive banking tier, responsible for deep relationship stewardship and strategic revenue growth.

Portfolio Management: Proactively manage and scale a high-value portfolio of HNW clients, focusing on long-term retention and asset growth.
Revenue Generation: Drive branch profitability by identifying and maximizing cross-selling opportunities across wealth management, credit, and investment products.
Bespoke Advisory: Conduct comprehensive needs assessments to provide tailored financial solutions that align with the sophisticated goals of Pinnacle clients.
Relationship Excellence: Manage high-touch interactions with both existing and prospective customers, ensuring a seamless and premium service journey.
Market Expansion: Actively network to identify future Pinnacle customers, positioning DFCC Bank as the premier choice for elite wealth management.

Your Profile

We are looking for an executive who combines technical financial depth with the social grace required to engage with high-profile stakeholders.

Experience: A minimum of 7 years of executive experience in banking or finance, with a proven track record of managing High Net Worth (HNW) portfolios.
Education: A University Degree or a recognized Full Professional Qualification (e.g., CASL, CIMA, ACCA, or a Banking Diploma).
Communication: Exceptional command of the English language; a persuasive and articulate communicator.
Personality: A confident, pleasing, and outgoing personality, capable of building immediate trust and rapport with elite clients.
Aptitude: Strong commercial acumen with a result-oriented approach to portfolio profitability.

Standardized Job Data

Field	Details
Position	Pinnacle Relationship Manager
Business Unit	Pinnacle Centre (HNW Segment)
Experience Level	7+ Years (Executive)
Core Focus	Wealth Management, Portfolio Growth, Cross-Selling
Key Partners	Wealth Advisory Team, Credit Dept, Branch Leadership
Success Metrics	Portfolio ROI, Client Retention, New-to-Bank (NTB) Acquisitions

What We Offer

Remuneration: A competitive package with comprehensive fringe benefits.
Career Growth: Structured opportunities for advancement into senior wealth management and leadership roles.
Professional Development: Extensive and specialized training to enhance your expertise in global HNW banking trends.

How to Apply

DFCC Bank is an equal opportunity employer committed to merit-based recruitment.

Application: [Click here] to download the official application form.
Deadline: Apply via the portal by 31 March 2026.
Note: Only shortlisted candidates will be contacted. Any form of canvassing is strictly discouraged.