Relationship Manger- High Net Worth Job Family Bank

Banking Jobs. Family Bank Jobs

Job Purpose:

Primarily responsible for acquiring, servicing and managing High Net Worth Individuals client relationships through one on one engagement, identifying client needs and providing them with the appropriate bank products, services and solutions.

Key Responsibilities

• Acquire, grow and retain base of High Net Worth clients.
• Ensuring revenue growth through customer acquisition, new need identification, product cross-sell and reengineering increased product usage for existing clients
• Planning for activations within the banks market or geographic area to ensure a robust pipeline of HNIs that will drive growth of new accounts and deposits
• Conduct market research and analysis of affluent customers to create detailed business plans on products developments, commercial opportunities, new strategic partnerships etc.
• Develop training programs and conduct branch product trainings
• Ensure delivery of service promise and practice brand values
• Introduce and review strategic partnerships under this sector for decision making and ROI review.
• Establishing appropriate and discounted offerings to HNI to encourage growth of the portfolio.
• Plan client’s engagement with the bank by organizing fora’s, seminars, trainings etc. and recruiting such HNIs and women to the banks Business club
• Ensuring that all new businesses are in line with KYC, CTF and AML laws and regulations
• Ensuring adherence of all bank’s prescribed processes, standard operating procedures and central bank requirements
• Role Model of the Brand and Corporate Values of the Bank in the internal and external market environment
• Check and verify the accuracy, completeness of the documents against the checklist provided according to product lines; KYC/AML compliance requirements.
• Any other official duty as may be assigned by the management from time to time.

Qualifications:

• Bachelor’s degree in Commerce/Business related field.
• Have a minimum of 6 years’ experience in General banking, and 2 of which should be at relationship level in an affluent service sector or retail banking.
• Clear understanding of various investment models in the banking industry.
• 2 years’ experience in Relationship Management with a proven track record of client acquisition and management
• Excellent understanding of risk, credit policies and procedures is essential.

Key Competencies and Attributes:

Interpersonal:

• Goal focused and able to spot business opportunities
• Builds networks and maintains strong relationships
• Has passion and drive to achieve results under difficult circumstances
• Pleasant and able to relate well in diverse social set ups and teams
• Upholds high standard of Professionalism, integrity and respect for others

Management and leadership ability:

• Able to identify, motivate and develop talent within the Bank.
• Capacity to influence decisions at various levels
• Communicate effectively
• Drives high performance in teams.

How to Apply

ALL applicants MUST apply online to the email; recruitment@familybank.co.ke; closing date is 25th August 2025.

Canvassing will automatically disqualify the candidate. Only shortlisted candidates will be contacted.