Posted
4 months ago
Deadline
Not Provided
Location
Nairobi, Kenya
Job Type
full time
You will act as the primary point of contact for a portfolio of High Net Worth clients, representing the Wealth & Investment offering and building its profile. You will manage client accounts, provide advice, and integrate all Stanbic Bank products and services to meet their needs and achieve defined revenue targets.
First Degree in Business Commerce, Legal or any other related field
Masters Degree in Business /Commerce is preferred
5-7 years of client facing banking experience in private banking/private wealth/investment banking/commercial banking
A good understanding of operational and administrative processes as well as risk and compliance standards
Demonstrated track record in engaging and managing relationships with high-net-worth individuals across diverse sectors
Skilled in navigating complex lending scenarios, structuring sophisticated credit facilities, and delivering robust financial models to support investment decisions and risk assessment
Experience in guiding and assisting in structuring investments and wealth management portfolio for HNW clients
Client Servicing & Retention
Cross and Up-Selling
Customer Understanding
Mind of Customer Experience
Product Knowledge
Financial acumen
Investments acument
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