Job Description <\/p>\n
Business and Financial performance <\/p>\n
\tGrow the affluent customer portfolio through acquisition of new-to-bank clients, with a focus on quality accounts and cross-sell opportunities.
\n\tDrive growth in deposits (liabilities), loans (assets), and fee-based income through investment products, bancassurance, and foreign exchange solutions.
\n\tChampion the uptake of wealth management solutions aligned with customer goals and risk profiles.
\n\tDeliver on monthly, quarterly, and annual financial targets including portfolio growth, revenue, product per customer, and customer profitability.
\n\tIdentify and pursue business development opportunities through referrals, strategic events, and partnership networks.
\n\tTrack portfolio performance and conduct regular portfolio reviews with clients on their Investments.<\/p>\n
Customer Excellence <\/p>\n
\tOffer personalized financial advice and relationship management tailored to each client\u2019s lifecycle needs aligned to their risk profile.
\n\tServe as the single point of contact for affluent clients, ensuring seamless service delivery and quick resolution of issues.
\n\tLeverage CRM tools (Engage) to monitor client activity, preferences, and service metrics.
\n\tConduct regular portfolio reviews to assess customer needs and suggest relevant banking and investment solutions.
\n\tFoster strong client loyalty and advocacy by delivering consistent, value-added interactions.<\/p>\n
Leadership and people management <\/p>\n
\tProvide guidance and support to other Relationship Managers in delivering wealth management and financial advisory services.
\n\tShare knowledge, market insights, and best practices to enhance the team’s overall advisory capabilities.
\n\tAct as a role model in professionalism, ethical standards, and client engagement.
\n\tCoach and mentor team members on wealth management where applicable.<\/p>\n
Process, control and operational performance <\/p>\n
\tEnsure full adherence to Internal policies, Operational Risk and Compliance guidelines e.g. KYC and anti-money laundering measures.
\n\tConstantly monitor credit portfolio to ensure maximum of 3% NPL.
\n\tEnsure high standards of operational efficiency, accuracy, and turnaround times across customer transactions and service requests.<\/p>\n
Strategic initiatives <\/p>\n
\tContribute to the execution of the bank\u2019s affluent and wealth management strategy.
\n\tAct as a champion for investment advisory within the team, helping elevate client value propositions.
\n\tParticipate in campaigns, events, and digital initiatives to drive brand awareness and product uptake.
\n\tProvide feedback to product, marketing, and digital teams for continuous improvement.<\/p>\n
Experience & Qualifications <\/p>\n
\tMinimum of 5 years\u2019 experience in affluent relationship management or financial advisory with a proven focus on wealth management.
\n\tBachelor\u2019s degree in Business, Finance, Economics or a related field (Master\u2019s or professional certification is an added advantage).
\n\tCertification in Financial Advisory such as CISI, CFP, or CFA (Level 1 or higher) is required
\n\tProven track record in sales and portfolio management, with knowledge of wealth, investment, and insurance products.
\n\tExperience guiding or mentoring colleagues on wealth management topics is a strong plus.<\/p>\n
Skills, Capabilities & Personal Attributes <\/p>\n
\tExcellent interpersonal and communication skills, with the ability to engage high-net-worth clients.
\n\tStrong technical knowledge of financial markets, investment products, and regulatory compliance.
\n\tExcellent advisory, sales, and interpersonal skills with a consultative, client-focused approach.
\n\tAbility to influence and coach peers, fostering a collaborative team environment.
\n\tAnalytical and strategic thinker with strong portfolio management skills.
\n\tHigh levels of integrity, professionalism, and emotional intelligence.
\n\tProficiency in CRM tools and digital banking platforms.<\/p>\n
Apply Through:<\/p>\n
fa-emqf-saasfaprod1.fa.ocs.oraclecloud.com<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"http:\/\/fa-emqf-saasfaprod1.fa.ocs.oraclecloud.com","_company_name":"Ecobank Kenya","_company_website":"https:\/\/www.ecobank.com","_company_tagline":"Ecobank Transnational Incorporated (ETI) acquired 75% of EABS Bank on the 16th of June 2008, and the bank consequently changed its name to Ecobank Kenya Limited. ETI subsequently increased its shareholding in the bank which is currently at 100% as at 31st December, 2016. Ecobank Kenya (EKE) had a... read moren asset base of Kes 47.12billion as at 31st December 2016. As at 31 December 2014, the bank was ranked 20TH out of 43 commercial banks in Kenya in terms of asset size. The bank currently has 19 branches and over 30 ATMs located in different parts of the country. Ecobank has laid a great emphasis on digital banking as a means of achieving greater financial inclusion across Africa and also to deliver services in a more efficient and cost effective manner. In 2017, Ecobank Group was named the \"Best Digital Bank in Africa 2017\u201d at the Euromoney Awards. This attests to its focus on digital platforms as a key driver of its business.","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job_listing_region":[692],"job-categories":[699,693,789,702,1301],"job-types":[687],"class_list":{"0":"post-94327","1":"job_listing","2":"type-job_listing","3":"status-publish","4":"hentry","5":"job_listing_region-nairobi","7":"job-type-full-time"},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/job-listings\/94327","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/media?parent=94327"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/job_listing_region?post=94327"},{"taxonomy":"job_listing_category","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/job-categories?post=94327"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/job-types?post=94327"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}