Position Summary
The Business Development Senior Officer will be responsible for identifying and engaging prospective clients, supporting client onboarding activities, and managing relationships with Introducing Brokers (IBs). The successful candidate will serve as a key point of contact between DFS, its clients, and referral partners, ensuring a high level of service while adhering to DFS policies, procedures, and regulatory requirements.
Key Responsibilities
• Generate new business opportunities by acquiring and engaging prospective clients through approved channels.
• Support client onboarding, relationship management, and retention activities while maintaining accurate records.
• Manage and develop relationships with Introducing Brokers (IBs), providing operational support and assisting in the expansion of DFS's referral network.
• Ensure all client and IB interactions are conducted in accordance with DFS policies, compliance requirements, and regulatory standards.
• Coordinate with Operations and Compliance teams to facilitate onboarding.
• Prepare activity and performance reports, contribute to team objectives, and participate in business development, sales and professional development initiatives.