Job Purpose Statement

• The role is focused on new business generation and on boarding by ensuring the existing and other new products and services of the unit are suitable to the targeted clientele, provide efficient client management and achieve service delivery excellence.
• The holder shall be expected to deliver new business growth for the wealth management unit within the assigned market segment.
• This includes defining market segment, developing strategies to acquire new customers, grow the client numbers and assets under management, and recommend relevant investment solutions to customers to ensure sustenance of the unit’s competitive advantage in the market place.

Key responsibilities include;

• Responsible for the management of strategic and operational customer Relationship activities assigned.
• Providing market feedback to the organization’s leadership regarding competitiveness of offerings, prospect needs and generate product development ideas.
• Taking ownership of the management of the sales targets and product awareness building functions in the assigned client segment.
• Drive increased revenue and profit to achieve the units growth plans
• Participate in the planning and coordinating the implementation of business plans and the penetration of new markets
• Identify opportunities to reach new market segments and expand market share
• Monitor competition (acquisitions, pricing changes and new products and features)
• Creating and strengthening partnership with business teams within the Group and other potential partners and sources of business
• Contribute to the designing, approval, launch and continuous marketing of new products and services
• Provide strategic market intelligence on competitor actions, plans and activities

Ideal Job Specifications

Academic:

• University Degree in Business related Course -Upper Second or equivalent.

Professional:

• Working towards ICIFA qualification and/or CISI membership.

Desired Experience:

• Minimum of 3 years’ experience in a sales or business development role in a financial services environment with exposure/interest in investments and Sales.
• Experience in investment banking or fund management industry an added advantage.
• Knowledge and understanding of the various investment products and securities in Kenya
• Knowledge about the regulatory environment within the capital markets and retirement benefits sectors.
• Proficiency in office automation and investment management systems and technologies.