Standard Bank Group Wealth & Investment Relationship Manager (Mombasa) Jobs in Kenya
Job Description
Act as primary point of contact for a portfolio of high‑net‑worth clients, representing the Wealth & Investment offering, building its profile and reputation as a high‑quality service offering.
Manage a portfolio of high‑net‑worth client accounts, providing advice and relationship support to ensure optimal service, integrating all Stanbic Bank products, services, and resources to meet client needs.
Achieve defined revenue targets through retention of existing clients and acquisition of new business.
Qualifications
First Degree in Business Commerce, Finance, Economics, or related field.
Professional Certification: Chartered Institute for Securities and Investment.
8–10 years of relevant experience.
Experience Required
Client‑facing banking experience in private banking, private wealth, investment banking, or commercial banking.
Strong understanding of operational and administrative processes, risk, and compliance standards.
Demonstrated experience in wealth management, investment advisory, and global financial markets.
Knowledge of asset classes, portfolio construction, diversification strategies, risk management, and market dynamics.
Ability to interpret market developments and translate complex investment concepts into actionable insights and tailored recommendations.
Extensive experience managing affluent and
high‑net‑worth client relationships, including business interests, assets and liabilities, liquidity needs, risk tolerance, succession planning, and legacy objectives.
Skilled in identifying client needs and providing comprehensive wealth solutions aligned to long‑term financial goals and family aspirations.
Behavioural Competencies
Articulating Information.
Following Procedures.
Interacting with People.
Pursuing Goals.
Seizing Opportunities.
Team Working.
Technical Competencies
Client Retention.
Client Servicing.
Cross and Up‑Selling.
Customer Understanding.
Mind of Customer Experience.
Product Knowledge.
How to Apply
For more information and job application details, see; Standard Bank Group Wealth & Investment Relationship Manager (Mombasa) Jobs in Kenya
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