Pinnacle Acquisition Specialist

Pinnacle Acquisition Specialist – DFCC Bank

Job Overview

DFCC Bank PLC is seeking a suitably qualified and experienced professional for the position of Pinnacle Acquisition Specialist under the Pinnacle Centre.

The role focuses on acquiring and developing relationships with prospective and high-value clients, including High Net Worth (HNW) customers, while supporting smooth client onboarding and service delivery.

Job Location: Colombo, Sri Lanka
Work Location: Colombo 03
Job Type: Full-Time
Job Category: Banking & Insurance, Sales & Marketing, Management, Private Jobs

Position Details

Position: Pinnacle Acquisition Specialist
Company: DFCC Bank PLC
Division: Pinnacle Centre
Location: Colombo 03
Industry: Banking & Financial Services

Company Overview

DFCC Bank PLC is a licensed commercial bank supervised by the Central Bank of Sri Lanka. The bank provides banking and financial services to individuals and businesses.

Qualifications & Experience

• Degree from a recognized university, preferably with a class, or a full professional qualification in a relevant field of study.
• A Master of Business Administration (MBA) or equivalent relevant postgraduate qualification will be an added advantage.
• Minimum 10 years of overall experience in a relevant field.
• At least 8 years of post-qualifying executive experience.
• Minimum 6 years of post-qualifying executive experience in a relevant banking or finance-related field.
• Professionally competent with strong knowledge and expertise in the relevant area of specialization.

Key Responsibilities

• Identify and target potential and high-value High Net Worth (HNW) clients through market research, referrals, networking and lead generation.
• Develop and maintain a strong pipeline of prospective clients.
• Initiate contact with prospective clients through calls, meetings, presentations, emails and networking activities.
• Understand client requirements and cross-sell suitable banking products and services.
• Ensure all client acquisition activities comply with bank policies and applicable regulations.
• Coordinate with internal teams to ensure smooth client onboarding and service delivery.

Required Skills

• Strong client acquisition and relationship-building skills.
• Knowledge of banking and finance-related products and services.
• Ability to identify and develop high-value client relationships.
• Strong networking and lead-generation capabilities.
• Excellent communication and presentation skills.
• Market research and client prospecting skills.
• Ability to understand client requirements and recommend suitable banking solutions.
• Strong understanding of banking policies and applicable regulations.
• Ability to coordinate effectively with internal teams.
• Professional competence and expertise in the relevant specialization.

Salary & Benefits

The advertisement does not specify a salary or detailed benefits package.

The position offers an opportunity to work within the Pinnacle Centre and develop high-value client acquisition and relationship-management expertise in the banking sector.

How to Apply

Interested candidates should send an updated CV or the DFCC Bank application form by email.

Email: recruit@dfccbank.com

Please mention the position applied for in the subject line.

Applications should be submitted within 7 days of the advertisement.

Important Notes

• Job Location: Colombo, Sri Lanka.
• Work Location: Colombo 03.
• Minimum 10 years of overall relevant experience is required.
• At least 6 years of post-qualifying executive experience should be in a relevant banking or finance-related field.
• An MBA or equivalent relevant postgraduate qualification is an added advantage.
• DFCC Bank states that it is an equal opportunity employer committed to an inclusive and diverse working environment.
• Recruitment is based on merit and competency.
• Only shortlisted candidates will be contacted.
• Canvassing is discouraged.