Also referred to as: Business Development Officer III (High Income Clients), Business Development Officer III (Select Clients)
Requirements and Responsibilities

Business Development Officer III (Affluent Clients) markets and sells a bank's products and services to affluent clients. Identifies potential customers and engages with prospects to evaluate needs and recommend appropriate products, services, or solutions. Being a Business Development Officer III (Affluent Clients) provides ongoing advisory and client support to maintain positive and lasting relationships with affluent clients. Develops and implements affluent customer referral strategies to support client acquisition and retention efforts. Additionally, Business Development Officer III (Affluent Clients) partners with internal product specialists to deliver integrated financial solutions, grow client portfolios, and drive customer retention. Requires a bachelor's degree. Typically reports to a manager. The Business Development Officer III (Affluent Clients) work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Business Development Officer III (Affluent Clients) typically requires 4-7 years of related experience.

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