Private Wealth-Growth Lead at Andersen

Responsible for driving the growth of private wealth services, identifying new business opportunities, building client relationships, and developing strategies to expand the client portfolio. Requires a relevant qualification in finance, investment management with strong business development skills. The role is based in Nairobi with duties performed on-site.

Key Responsibilities

• Execute the Private Wealth growth strategy for Kenya and the wider East African market.
• Establish a scalable business development model that can support the long-term growth of the Private Wealth practice.
• Identify and develop new markets, client segments, referral channels, partnerships and business opportunities.
• Originate and develop relationships with entrepreneurs, founders, high-net-worth individuals, family businesses and affluent families.
• Develop a strong pipeline of Private Wealth opportunities and take ownership of the business development process from prospecting through to conversion.
• Lead client conversations to understand their personal, family, business, investment, succession and cross-border needs.
• Work closely with Andersen’s Tax, Legal, Immigration and Advisory teams to develop integrated solutions for private clients and families.
• Convert client needs into commercially viable mandates and drive revenue growth.
• Build Andersen’s profile and market positioning within the Private Wealth ecosystem through events, thought leadership, networking and strategic partnerships.
• Track business development activity, pipeline, conversion and revenue performance against agreed targets.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, Law, Accounting, Investment Management or a related field.
• Solid demonstrable professional experience in private wealth, wealth management, private banking, family office, investment advisory, tax, legal or professional services.
• Membership in a relevant professional body and in good standing.
• Strong commercial acumen and demonstrated business development capability.
• Strong understanding of the financial, business and wealth-planning needs of private clients.
• Proven ability to develop relationships and convert opportunities into revenue.
• Excellent communication, presentation, negotiation and relationship-management skills.
• Ability to work independently, take ownership and operate in an entrepreneurial environment.
• Knowledge of global markets, investment products and regulatory frameworks.

How to Apply

Interested candidates should email their CV to hr@ke.andersen.com, marked Private Wealth-Growth Lead in the subject line