Senior Relationship Manager (Affluent & Wealth Management) Mombasa

Key Responsibilities

The role holder will be responsible for establishing and maintaining strong client relationships which will translate into revenue and growth for the bank through the acquisition of High-Net-Worth Clients (i.e., clients with bankable net worth of above $0.5m) 

The growth metrics measured include:

• Grow the number of High Net Worth (HNW) Clients
• Growth in Net New Money (NNM)
• Growth in Product per Client
• Revenue growth (Increase in Revenue per Client)
• Adhere to Bank’s Operational Risk and Compliance processes
• Provide outstanding client experiences. 
• Organised, follow-up leads, complete and record appointments, close customer requests
• Build relationships for the long-term and understand clients financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions. 
• Keep abreast of market trends, new product offerings and the latest campaigns.

Skills and Experience

• Knowledge and experience in providing complex wealth solutions.
• Outstanding relationship management skills for affluent and ultra-high clients.
• Good understanding of wealth products.
• Market awareness and  commercial acumen.
• Work in a flexible and agile way.
• Courageous, creative, responsive, and trustworthy.
• Thrives in an international environment.
• Maintains a high standard of personal conduct and lives our valued behaviours.

Qualifications

• Chartered Institute for Securities & Investments (CISI) - Level 2
• Bancassurance Certification