Wealth & Investment Relationship Manager (Mombasa)

Posted 5 Hours Ago
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Nairobi, KEN
In-Office
Expert/Leader
Financial Services
The Role
Manage a portfolio of high-net-worth clients, providing wealth management, investment advisory, relationship support, and tailored financial recommendations. Serve as the primary client contact, integrate banking products and services, retain and acquire business, meet revenue targets, and maintain strong compliance, risk management, and service standards.
Summary Generated by Built In
Company Description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description

Act as primary point of contact for a portfolio of high-net-worth clients, representing the Wealth & Investment offering, building its profile and reputation as a high-quality service offering. Manage a portfolio of high-net-worth client accounts providing advice and relationship support ensuring optimal service, integrating all Stanbic Bank products, services and resources to ensure that their needs are met. Achieve the defined revenue targets through the retention of, and acquisition of new business.

Qualifications

Type of Qualification: First Degree
Field of Study: Business Commerce, Finance, Economics or related field

Professional Certifications: Chartered Institute for Securities and Investment

Experience Required
8-10 years

  • The role requires client facing banking experience in private banking/private wealth/investment banking/commercial banking, with a good understanding of operational and administrative processes as well as risk and compliance standards and with a focus on maintaining high standards of service and problem resolution.
  • Demonstrated experience in wealth management, investment advisory, and global financial markets, with a strong understanding of asset classes, portfolio construction, diversification strategies, risk management, and market dynamics.

  • Proven ability to interpret market developments and translate complex investment concepts into actionable insights and tailored recommendations for high-net-worth clients.

  • Extensive experience managing affluent and high-net-worth client relationships, with the ability to develop a holistic understanding of clients' financial situations, including business interests, assets and liabilities, liquidity needs, risk tolerance, succession planning, and legacy objectives. Skilled in identifying client needs and providing comprehensive wealth solutions aligned to their long-term financial goals and family aspirations.

Behavioural Competencies:

  • Articulating Information
  • Following Procedures
  • Interacting with People
  • Pursuing Goals
  • Seizing Opportunities
  • Team Working

Technical Competencies:

  • Client Retention
  • Client Servicing
  • Cross and Up-Selling
  • Customer Understanding 
  • Mind of Customer Experience
  • Product Knowledge

Skills Required

  • First degree in Business Commerce, Finance, Economics, or a related field
  • Chartered Institute for Securities and Investment professional certification
  • 8-10 years of experience
  • Client-facing banking experience in private banking, private wealth, investment banking, or commercial banking
  • Experience with banking operational and administrative processes, risk standards, compliance standards, service quality, and problem resolution
  • Experience in wealth management, investment advisory, and global financial markets
  • Understanding of asset classes, portfolio construction, diversification strategies, risk management, and market dynamics
  • Ability to interpret market developments and provide tailored investment recommendations to high-net-worth clients
  • Extensive experience managing affluent and high-net-worth client relationships
  • Ability to assess clients' financial situations, business interests, assets, liabilities, liquidity needs, risk tolerance, succession planning, and legacy objectives
  • Ability to develop comprehensive wealth solutions aligned with clients' long-term financial goals and family aspirations

Standard Bank Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Standard Bank Group and has not been reviewed or approved by Standard Bank Group.

  • Leave & Time Off Breadth — Leave options span vacation, study, parental, compassionate/family responsibility, sick/short‑term incapacity, sabbatical, recognition and optional unpaid leave, subject to country practices. This breadth provides flexibility to manage family, study, health, and rest needs.
  • Healthcare Strength — Core protection includes medical cover and death/incapacity insurance, with many markets offering permanent health insurance and optional life/funeral or gap‑cover add‑ons. Wellness and counselling programs further strengthen day‑to‑day health support.
  • Fair & Transparent Compensation — Formal remuneration materials emphasize equal pay for work of equal value, structured market alignment, and pay‑equity analyses alongside clawback/forfeiture provisions. This governance signals predictable, fairness‑oriented pay practices.

Standard Bank Group Insights

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The Company
HQ: Johannesburg
63,856 Employees
Year Founded: 1862

What We Do

As a brand with a legacy of 161 years in Africa, we have a deep understanding and belief in the boundless opportunities that this continent presents. Our vision extends beyond mere geography; it encompasses a profound recognition of the potential for growth that resonates within our people, customers, entrepreneurs, and all who share our unwavering commitment and passion for investing in Africa. With a presence in 20 countries across sub-Saharan Africa, we have cultivated a diverse community of the most skilled, innovative, and creative minds in the industry. Our purpose is to drive Africa's growth, acting as a catalyst for inclusive and sustainable economic development in the regions we serve. We strive to improve the lives of our fellow Africans by conducting business in an ethical and responsible manner. As a trusted partner, we consistently set higher standards and aspire to become better with each endeavour. We are more than just a banking institution; we are a driving force behind Africa's growth. Join us on this transformative journey. Together, we have the collective power to propel Africa into the future, making tangible progress for all who proudly call Africa home.

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