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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