Job Description
The Private & Executive Banking Relationship Manager is a hybrid role responsible for managing and growing a portfolio of affluent clients across both Private and Executive segments in the Nanyuki and Meru regions.
The role involves delivering tailored financial solutions across lending, investments, and transactional products, with a strong focus on deepening client relationships and driving revenue through proactive sales and advisory. It also requires effective credit and risk management, strict adherence to regulatory and compliance standards, and consistently delivering a high-quality client experience.
Qualifications
Type of Qualification: First Degree
Field of Study: Business Commerce, Finance, Economics or related field
Experience Required
5-7 years
Experience in sales, service, relationship management, credit applications and financial acumen
(i.e, proven sales track record in the Financial service industry.)
Additional Information
Behavioural Competencies:
- Articulating Information
- Conveying Self-Confidence
- Developing Strategies
- Establishing Rapport
- Interacting with People
- Seizing Opportunities
- Upholding Standards
Technical Competencies:
- Banking Process & Procedures
- Commercial Acumen
- Customer Understanding
- Financial Acumen
- Product Knowledge
- Risk Identification
- Risk Reporting