The role

The successful jobholder will be expected to:

• Lead the Executive Plus Centre in driving profitable revenue and portfolio growth by acquiring new high-net-worth (HNW) relationships, deepening existing ones, and consistently meeting or exceeding sales targets for new accounts, assets, and liabilities.
• Establish long-term, trusted relationships with clients by delivering personalized financial solutions and exceptional service, proactively addressing their evolving financial needs.
• Lead, motivate, and coach a high-performing team to achieve and exceed sales and customer satisfaction targets, ensuring team members are equipped with the necessary resources, skills, and training to succeed.
• Identify and implement cross-selling opportunities to enhance customer wallet share, increase profitability, and promote a comprehensive suite of tailored banking products.
• Grow the portfolio of HNW clients’ assets under management (AUM) by providing personalized wealth management solutions and advising clients on investment strategies, and other financial services.
• Ensure the center adheres to operational, regulatory, and risk management guidelines, guaranteeing all transactions are processed accurately and in compliance with the bank’s standards.
• Deliver a high level of customer service that reflects the bank’s premium banking proposition, addressing complaints promptly and continuously improving the overall customer experience.
• Stay informed about industry trends, competitor offerings, and market dynamics, while building an external lead base through networking, industry events, and client referrals.
• Collaborate with senior leadership to define and execute strategic goals for the center, driving operational efficiency, business growth, and service excellence.
• Act as the Premium Banking Champion by promoting Executive Plus Banking and wealth management products, strengthening relationships with key business, political, and community leaders, and enhancing the bank’s brand presence in the region.

Qualifications, Skills & Attributes

The successful jobholder will be required to possess the following qualifications:

• A bachelor’s degree in business, Finance, Economics, or a related field.
• A master’s degree (MBA) is an advantage.
• 2+ years of sales and business development experience in premium or HNW banking, with proven relationship management skills.
• 2+ years of credit experience and a solid understanding of risk management.
• 2+ years of banking operations experience (cash management, clearing, account administration).
• Strong knowledge of wealth management products and financial advisory services.
• Leadership experience in managing teams to meet targets and deliver high-quality service.

HOW TO APPLY

If you are a strategic leader with a passion for delivering exceptional customer service and driving business growth, we invite you to apply for this exciting opportunity. Join us in shaping the future of banking by leading our Executive Plus Centre to new heights. Share your application letter enclosing detailed Curriculum Vitae to jobs@co-opbank.co.ke indicating the job reference number EPCM/RBBD/2025 by 4th March 2025.