Senior BDM Retail Wealth- Mutual Funds Job NCBA

Looking for a sales & marketing job in Kenya? NCBA Group is recruiting a Senior Business Development Manager for Retail Wealth – Mutual Funds. Based in Nairobi, the role requires extensive experience in unit trusts, offshore funds distribution, and wealth management sales.

Job Purpose Statement

The main purpose of this role is to drive distribution of Unit Trust Funds, Global/Offshore Funds, distributed &/ owned by NCBA Investment Bank. The Job Holder will deliver end-to-end management and growth of retail wealth solutions by owning the Sales customer journey, supporting business by preparing proposals, feedback management on wealth products, commercialization, and continuous enhancement of investment offerings. The role focuses on accelerating business growth through client acquisition, portfolio deepening, and market expansion, while equipping Relationship Managers and frontline teams with the knowledge, tools, and training required to effectively position and deliver wealth solutions. This is achieved through data-driven insights, strong stakeholder collaboration, and disciplined governance within a dynamic regulatory environment. The role will also be the bridge between the bank and our Product Houses (NCBA Investment Bank & Global Markets)

Responsibilities

• Academic Qualifications Bachelor’s degree in a business-related field is required. Professional certifications such as CISI, CIFA, or CFA are an added advantage. A Master’s degree will be an added benefit.

Desired Experience

• Up to 10 years’ experience in commercial or retail banking, sales, and lending, including at least 4 years in a management role.
• Strong knowledge of wealth management, banking products and services, industry regulations, and commercial banking practices is essential.

Core Value Behaviours

• Demonstrate NCBA’s values of being Driven, Open, Responsive, and Trusted by displaying accountability, integrity, customer focus, collaboration, innovation, and commitment to continuous improvement.
• Build transparent relationships and consistently deliver results while maintaining high ethical standards.

Technical Competencies

• Strong understanding of banking operations, policies, procedures, and wealth management services.
• Knowledge of accounting standards, audit requirements, and regulatory frameworks including CBK, KRA, and KIB requirements.
• Demonstrated analytical and problem-solving skills with the ability to interpret financial information and make sound business decisions.
• Extensive knowledge of wealth products, investment solutions, financial markets, and competitor offerings, with the ability to structure customer-focused solutions.
• Proficient in using data, digital tools, and customer insights to enhance decision-making and customer experiences.
• Working knowledge of credit analysis, lending processes, due diligence, and regulatory requirements.

Leadership & Industry Knowledge

• Demonstrates self-leadership, accountability, and the ability to influence performance across teams and stakeholders.
• Supports execution of the bank’s wealth strategy and drives collaboration across the retail network.
• Possesses strong commercial banking industry knowledge, market awareness, and the ability to identify business opportunities while serving as a trusted advisor and mentor.

Behavioural Competencies

• Excellent communication, interpersonal, networking, and stakeholder management skills. Demonstrates emotional intelligence, teamwork, coaching, and mentoring capabilities.
• Results-oriented and customer-focused, with strong negotiation and influencing skills.
• Upholds high ethical standards and integrity while identifying customer needs, developing value-adding solutions, closing opportunities, and delivering sustainable value for both clients and the bank.

Job Specifications

• Academic Qualifications, Bachelor’s degree in a business-related field is required.
• Professional qualifications in wealth management and investments such as CISI, CIFA, or CFA are advantageous.
• A Master’s degree will be an added benefit.

Desired Experience  

•  Up to 10 years’ experience in commercial or retail banking, sales, and lending, including at least 4 years in a management position within a similar organization. Strong knowledge of wealth management, banking products and services, industry regulations, and commercial banking practices is essential, with the ability to operate effectively in a highly regulated

How to Apply

Click here to apply