Wealth & Investment Relationship Manager

About the role

The Wealth & Investment Relationship Manager will serve as the primary point of contact for a portfolio of high‑net‑worth clients in Mombasa, representing Standard Bank’s wealth and investment offering and building its reputation for high‑quality service.

Key responsibilities

• Act as primary point of contact for high‑net‑worth clients, promoting the Wealth & Investment suite and enhancing its profile.
• Manage client accounts, providing advice and relationship support while integrating all Stanbic Bank products and services to meet client needs.
• Achieve defined revenue targets through client retention and acquisition of new business.

Required profile

• First degree in Business, Commerce, Finance, Economics or a related field.
• 8‑10 years of client‑facing experience in private banking, wealth management, investment banking or commercial banking.
• Demonstrated expertise in wealth management, investment advisory, global financial markets and risk management.
• Ability to interpret market developments and translate complex concepts into actionable recommendations for high‑net‑worth clients.

Required skills

• Client retention and servicing.
• Cross‑selling and up‑selling of banking products.
• Deep understanding of asset classes, portfolio construction and diversification strategies.