{"id":106547,"date":"2026-08-10T06:04:59","date_gmt":"2026-08-10T06:04:59","guid":{"rendered":"https:\/\/jobs.dataaxisnode.com\/kenya\/uncategorized\/wealth-relationship-manager-coast-region\/"},"modified":"2026-08-10T06:04:59","modified_gmt":"2026-08-10T06:04:59","slug":"wealth-relationship-manager-coast-region","status":"publish","type":"post","link":"https:\/\/jobs.dataaxisnode.com\/kenya\/jobs\/nairobi\/wealth-relationship-manager-coast-region\/","title":{"rendered":"Wealth Relationship Manager &#8211; Coast Region"},"content":{"rendered":"<p><script type=\"application\/ld+json\">{\"@context\": \"https:\/\/schema.org\/\", \"@type\": \"JobPosting\", \"title\": \"Wealth Relationship Manager - Coast Region\", \"description\": \"Job Summary\\nResponsible for recruiting and maintaining a portfolio of wealth clients, by selling a high-quality, relationship-oriented, financial planning service, supported by a dedicated Account Executive. Clients are recruited from the existing Bank customer base and externally with the aim of developing significant sales, and high levels of client satisfaction through a mutually beneficial relationship.\\nThe client relationship is managed on a highly proactive and ongoing basis over an extended period. Whilst part of a team, the jobholder operates on a mobile basis, meeting clients at times and locations convenient to the client\\nJob Description\\nKey accountabilities\/Deliverables\/Outcomes\\nRelationship Management and Cross-Selling: Time split 85%\\nBe the first point of contact for customers in the portfolio\\nDrive any required communication to customers in the portfolio\\nProactively target and recruit clients, through referrals from existing customer portfolios\\nProactively engage customers in existing portfolios to onboard close family members as part of the family banking strategy\\nEnsure new customers meet CLM Involved measures upon handover from the Premier Acquisition team. Involved tracking will commence from Day 31 to Day 90 and will ensure continued account funding, digital usage and product holding\\nComplete a detailed Customer Discussion Document for new customers upon hand-over from the Premier Acquisition team\\nEnsure the customer portfolio meets CLM Engaged measures \u2013 account funding, digital usage, and product holding\\nDrive increased assets balance sheet per customer, liabilities balance sheet per customer and revenue per customer through continued customer engagements\\nMonitor and ensure funding of Zero Balance Accounts, Low Funded Accounts, Inactive Accounts, and Overdrawn Accounts in your portfolio as part of ensuring funding growth.\\nEnsure ongoing reviews of the Customer Discussion Document for each customer in the portfolio and drive satisfaction through proactive identification of identified clients\u2019 ongoing financial needs and cross-sale of required solutions.\\nActively drive cross-sale targets for the portfolio across product lines \u2013 Assets, Liabilities, FX, etc.\\nProactive engagement of required business specialists to support the fulfillment of customer needs\\nManage the client portfolio, making proactive contact on a regular basis and meeting clients at their convenience, and maintain an updated calendar\/diary to track customer meetings\\nEnsure customers in the portfolio are contacted\/engaged as per the laid down Premier Customer Engagement procedures\\nBusiness Management: Time split 15%\\nEnsure the targeted level of business results i.e. income, balance sheet, costs, client satisfaction, and client recruitment for the jobholder\u2019s own portfolio are maintained\\nReview portfolio on a regular basis recommending clients\\nAdhere to standards, legal and regulatory, in accordance with the Absa Premier guidelines and Head Office instructions\\nRisk and Controls\\nEnsure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise-Wide Risk Management Framework and internal Absa Policies and Policy Standards. Understand and manage risks and risk events incidents relevant to the role.\\nRole\/person specification\\nQualifications\\nBachelor\u2019s degree from a recognized university\\nExperience\\nCirca 2 years\u2019 experience in High Net Worth Individuals relationship management, private banking, luxury sales, or related fields experience\\nRecord of achievement in a sales and service environment\\nExperience in handling customer complaints\\nPrevious experience in handling operational risk issues\\nKnowledge And Skills\\nIn-depth knowledge of the full range of Absa Africa retail product set and services and an overview of corporate and small business services\\nIn-depth understanding of technical support systems e.g. Flex, BOC, IBOC\\nDetailed understanding of the retail network business processes and operating procedures.\\nThorough knowledge of operating instructions and audit requirements.\\nGood understanding of Absa Africa's risk policy\\nAwareness of Absa Africa's retail strategy, operating structures, and interfaces\\nKnowledge of Absa Africa people's policy and procedures\\nUnderstanding of the local competitor market.\\nTeam leader experience\\nEducation\\nBachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies Required\", \"datePosted\": \"2026-08-07\", \"hiringOrganization\": {\"@type\": \"Organization\", \"name\": \"Absa Bank Limited\"}, \"jobLocation\": {\"@type\": \"Place\", \"address\": {\"@type\": \"PostalAddress\", \"addressLocality\": \"Nairobi\", \"addressCountry\": \"KE\"}}, \"directApply\": true, \"validThrough\": \"2026-08-21T23:59:59\", \"employmentType\": \"FULL_TIME\"}<\/script><\/p>\n<p><strong>Company:<\/strong> Absa Bank Limited<\/p>\n<p><strong>Location:<\/strong> Nairobi<\/p>\n<p><strong>Job Type:<\/strong> Full Time<\/p>\n<p><strong>Apply Before:<\/strong> 2026-08-21<\/p>\n<h3>Job Description<\/h3>\n<p>Job Summary<br \/>Responsible for recruiting and maintaining a portfolio of wealth clients, by selling a high-quality, relationship-oriented, financial planning service, supported by a dedicated Account Executive. Clients are recruited from the existing Bank customer base and externally with the aim of developing significant sales, and high levels of client satisfaction through a mutually beneficial relationship.<br \/>The client relationship is managed on a highly proactive and ongoing basis over an extended period. Whilst part of a team, the jobholder operates on a mobile basis, meeting clients at times and locations convenient to the client<br \/>Job Description<br \/>Key accountabilities\/Deliverables\/Outcomes<br \/>Relationship Management and Cross-Selling: Time split 85%<br \/>Be the first point of contact for customers in the portfolio<br \/>Drive any required communication to customers in the portfolio<br \/>Proactively target and recruit clients, through referrals from existing customer portfolios<br \/>Proactively engage customers in existing portfolios to onboard close family members as part of the family banking strategy<br \/>Ensure new customers meet CLM Involved measures upon handover from the Premier Acquisition team. Involved tracking will commence from Day 31 to Day 90 and will ensure continued account funding, digital usage and product holding<br \/>Complete a detailed Customer Discussion Document for new customers upon hand-over from the Premier Acquisition team<br \/>Ensure the customer portfolio meets CLM Engaged measures \u2013 account funding, digital usage, and product holding<br \/>Drive increased assets balance sheet per customer, liabilities balance sheet per customer and revenue per customer through continued customer engagements<br \/>Monitor and ensure funding of Zero Balance Accounts, Low Funded Accounts, Inactive Accounts, and Overdrawn Accounts in your portfolio as part of ensuring funding growth.<br \/>Ensure ongoing reviews of the Customer Discussion Document for each customer in the portfolio and drive satisfaction through proactive identification of identified clients\u2019 ongoing financial needs and cross-sale of required solutions.<br \/>Actively drive cross-sale targets for the portfolio across product lines \u2013 Assets, Liabilities, FX, etc.<br \/>Proactive engagement of required business specialists to support the fulfillment of customer needs<br \/>Manage the client portfolio, making proactive contact on a regular basis and meeting clients at their convenience, and maintain an updated calendar\/diary to track customer meetings<br \/>Ensure customers in the portfolio are contacted\/engaged as per the laid down Premier Customer Engagement procedures<br \/>Business Management: Time split 15%<br \/>Ensure the targeted level of business results i.e. income, balance sheet, costs, client satisfaction, and client recruitment for the jobholder\u2019s own portfolio are maintained<br \/>Review portfolio on a regular basis recommending clients<br \/>Adhere to standards, legal and regulatory, in accordance with the Absa Premier guidelines and Head Office instructions<br \/>Risk and Controls<br \/>Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise-Wide Risk Management Framework and internal Absa Policies and Policy Standards. Understand and manage risks and risk events incidents relevant to the role.<br \/>Role\/person specification<br \/>Qualifications<br \/>Bachelor\u2019s degree from a recognized university<br \/>Experience<br \/>Circa 2 years\u2019 experience in High Net Worth Individuals relationship management, private banking, luxury sales, or related fields experience<br \/>Record of achievement in a sales and service environment<br \/>Experience in handling customer complaints<br \/>Previous experience in handling operational risk issues<br \/>Knowledge And Skills<br \/>In-depth knowledge of the full range of Absa Africa retail product set and services and an overview of corporate and small business services<br \/>In-depth understanding of technical support systems e.g. Flex, BOC, IBOC<br \/>Detailed understanding of the retail network business processes and operating procedures.<br \/>Thorough knowledge of operating instructions and audit requirements.<br \/>Good understanding of Absa Africa&#8217;s risk policy<br \/>Awareness of Absa Africa&#8217;s retail strategy, operating structures, and interfaces<br \/>Knowledge of Absa Africa people&#8217;s policy and procedures<br \/>Understanding of the local competitor market.<br \/>Team leader experience<br \/>Education<br \/>Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies Required<\/p>\n<h3>How to Apply<\/h3>\n<p>Interested and qualified? Go to Absa Bank Limited on absa.wd3.myworkdayjobs.com to apply<br \/>Build your CV for free. Download in different templates.<\/p>\n<p><a href=\"https:\/\/www.myjobmag.co.ke\/apply-now\/1300790\" target=\"_blank\" rel=\"noopener\" style=\"display:inline-block;padding:10px 20px;background:#2271b1;color:#fff;text-decoration:none;border-radius:4px;\">Apply Now<\/a><\/p>\n<p><small>Source: MyJobMag<\/small><\/p>\n<p><!-- job-expiry: 2026-08-21 --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Company: Absa Bank Limited Location: Nairobi Job Type: Full Time Apply Before: 2026-08-21 Job Description Job SummaryResponsible for recruiting and maintaining a portfolio of wealth clients, by selling a high-quality, relationship-oriented, financial planning service, supported by a dedicated Account Executive. Clients are recruited from the existing Bank customer base and externally with the aim of [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1408,1409],"tags":[1538,1425,1413,1412],"class_list":["post-106547","post","type-post","status-publish","format-standard","hentry","category-jobs","category-nairobi","tag-absa-bank-limited","tag-full-time","tag-job-listing","tag-myjobmag"],"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/posts\/106547","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/comments?post=106547"}],"version-history":[{"count":0,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/posts\/106547\/revisions"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/media?parent=106547"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/categories?post=106547"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/tags?post=106547"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}