Relationship & Wealth Manager, Premier Banking at Ecobank Professional

, , Kenya -

Full Time

Start Date

Immediate

Expiry Date

13 Jul, 26

Salary

0.0

Posted On

14 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth management, Financial advisory, Portfolio management, Relationship management, Business development, Investment products, Bancassurance, Foreign exchange solutions, CRM tools, Regulatory compliance, Financial analysis, Strategic thinking, Communication skills, Coaching, Mentoring, Risk management

Industry

Financial Services

Description

Business and Financial performance * Grow the affluent customer portfolio through acquisition of new-to-bank clients, with a focus on quality accounts and cross-sell opportunities. * Drive growth in deposits (liabilities), loans (assets), and fee-based income through investment products, bancassurance, and foreign exchange solutions. * Champion the uptake of wealth management solutions aligned with customer goals and risk profiles. * Deliver on monthly, quarterly, and annual financial targets including portfolio growth, revenue, product per customer, and customer profitability. * Identify and pursue business development opportunities through referrals, strategic events, and partnership networks. * Track portfolio performance and conduct regular portfolio reviews with clients on their Investments. Customer Excellence * Offer personalized financial advice and relationship management tailored to each client’s lifecycle needs aligned to their risk profile. * Serve as the single point of contact for affluent clients, ensuring seamless service delivery and quick resolution of issues. * Leverage CRM tools (Engage) to monitor client activity, preferences, and service metrics. * Conduct regular portfolio reviews to assess customer needs and suggest relevant banking and investment solutions. * Foster strong client loyalty and advocacy by delivering consistent, value-added interactions. Leadership and people management * Provide guidance and support to other Relationship Managers in delivering wealth management and financial advisory services. * Share knowledge, market insights, and best practices to enhance the team's overall advisory capabilities. * Act as a role model in professionalism, ethical standards, and client engagement. * Coach and mentor team members on wealth management where applicable. Process, control and operational performance * Ensure full adherence to Internal policies, Operational Risk and Compliance guidelines e.g. KYC and anti-money laundering measures. * Constantly monitor credit portfolio to ensure maximum of 3% NPL. * Ensure high standards of operational efficiency, accuracy, and turnaround times across customer transactions and service requests. Strategic initiatives * Contribute to the execution of the bank’s affluent and wealth management strategy. * Act as a champion for investment advisory within the team, helping elevate client value propositions. * Participate in campaigns, events, and digital initiatives to drive brand awareness and product uptake. * Provide feedback to product, marketing, and digital teams for continuous improvement. Experience & Qualifications * Minimum of 5 years’ experience in affluent relationship management or financial advisory with a proven focus on wealth management. * Bachelor’s degree in Business, Finance, Economics or a related field (Master’s or professional certification is an added advantage). * Certification in Financial Advisory such as CISI, CFP, or CFA (Level 1 or higher) is required * Proven track record in sales and portfolio management, with knowledge of wealth, investment, and insurance products. * Experience guiding or mentoring colleagues on wealth management topics is a strong plus. Skills, Capabilities & Personal attributes * Excellent interpersonal and communication skills, with the ability to engage high-net-worth clients. * Strong technical knowledge of financial markets, investment products, and regulatory compliance. * Excellent advisory, sales, and interpersonal skills with a consultative, client-focused approach. * Ability to influence and coach peers, fostering a collaborative team environment. * Analytical and strategic thinker with strong portfolio management skills. * High levels of integrity, professionalism, and emotional intelligence. * Proficiency in CRM tools and digital banking platforms.

Responsibilities

Drive growth in the affluent customer portfolio by acquiring new clients and cross-selling wealth management, investment, and insurance solutions. Provide personalized financial advice, conduct regular portfolio reviews, and mentor other relationship managers to ensure high standards of service and operational compliance.