Executive Relationship Manager – Executive Banking Job Co-operative Bank
Executive Relationship Manager – Executive Banking Job
- At Executive Banking, we are redefining what it means to serve high-net-worth clients. Our mission is to deliver a distinctive, high-touch experience anchored in trust, professionalism, and tailored financial solutions. As we expand our Private Banking footprint, we are seeking driven and customer-centric professionals to join us as Executive Relationship Managers (ERMs)
- Are you passionate about building trusted financial partnerships? Do you thrive in environments where excellence, attention to detail, and client care are non-negotiable? If yes, this is your opportunity to join a world-class team shaping the future of private banking.
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The role
Reporting to the Branch Manager/Executive Center Manager, the successful jobholder will be expected to:
- Manage and grow a portfolio of High Net Worth (HNW) clients, offering personalized banking and wealth solutions aligned to their financial goals.
- Acquire and onboard new HNW clients, strengthening our client base through strategic business development and strong relationship building.
- Serve as a trusted advisor, regularly reviewing client portfolios and ensuring solutions remain suitable and aligned to their evolving needs.
- Collaborate across teams, including wealth, credit, operations, and product houses, to deliver seamless, end-to-end banking experiences.
- Champion service excellence, providing proactive support and advice that embeds client loyalty and satisfaction.
- Build a personal and professional profile in your region, networking strategically to attract business and enhance the Executive Banking brand.
Qualifications, Skills & Attributes
The successful jobholder will be required to possess the following qualifications:
- A bachelor’s degree in a business-related field. A master’s degree and/or professional qualifications in financial planning or investment management will be an added advantage.
- Proven experience in Relationship Management, Sales, and Customer Service—preferably in Premium, Business, or Corporate Banking.
- Understanding of financial advisory principles, customer lifecycle management, and credit fundamentals.
- Strong interpersonal and influencing skills, with the ability to build rapport and trust with sophisticated clients.
- Excellent organizational and communication skills.
- A strong sense of ownership, accountability, and passion for delivering exceptional client experiences.
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How To Apply:
If you have a passion for delivering exceptional customer service and driving business growth, we invite you to apply for this exciting opportunity. Join us in shaping the future of private banking. Share your application letter enclosing detailed Curriculum Vitae to jobs@co-opbank.co.ke indicating the job reference number ERM/RBBD/2025 by 2nd June 2025.
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