Senior Manager, Private Banking

<p style="margin-left: 36pt;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;"><strong>KEY RESPONSIBILITIES:&nbsp;</strong></span></span></p><ul style="list-style-type: disc;"><li><span style="font-family: Arial, sans-serif;"><span lang="en-KE">Grow Assets Under Management (AUM), liabilities, investments, revenue, and overall portfolio profitability in line with agreed targets.</span></span></li><li><span style="font-family: Arial, sans-serif;"><span lang="en-KE">Drive acquisition and retention of High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients while increasing share of wallet within the portfolio.</span></span></li><li><p style="line-height: 15pt;"><span style="font-family: Arial, sans-serif;"><span lang="en-KE">Develop and implement holistic wealth management and lifestyle solutions tailored to clients' personal, family, business, and lifestyle objectives, providing advisory support across investments, estate planning, luxury assets, exclusive experiences, and other bespoke Private Banking needs.</span></span></p></li><li><span style="font-family: Arial, sans-serif;"><span lang="en-KE">&nbsp;Provide investment advisory services across local and international opportunities to support wealth creation and preservation.</span></span></li><li><span style="font-family: Arial, sans-serif;"><span lang="en-KE">Advise clients on succession planning, estate planning, wealth structuring, and other long-term wealth preservation strategies.</span></span></li><li><span style="font-family: Arial, sans-serif;"><span lang="en-KE">Serve as the primary trusted advisor by maintaining a deep understanding of clients' evolving financial needs and conducting regular portfolio reviews.</span></span></li><li><span style="font-family: Arial, sans-serif;"><span lang="en-KE">Deliver proactive, insights-driven recommendations that respond to changing market conditions and client circumstances.</span></span></li><li><span style="font-family: Arial, sans-serif;"><span lang="en-KE">Coordinate specialist expertise across investment, insurance, tax, and other advisory services to provide integrated wealth solutions.</span></span></li><li><span style="font-family: Arial, sans-serif;"><span lang="en-KE">Generate new business opportunities through strategic networking, referral partnerships, and collaboration with Corporate and Commercial Banking teams.</span></span></li><li><span style="font-family: Arial, sans-serif;"><span lang="en-KE">Ensure exceptional client service by coordinating end-to-end execution, advocating for clients' needs, and maintaining premium service standards</span></span></li></ul><p>&nbsp;</p><p style="margin-left: 36pt;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;"><strong>DAILY RESPONSIBILITIES:&nbsp;</strong></span></span></p><ul style="list-style-type: disc;"><li><span style="font-family: Arial, sans-serif;"><span lang="en-KE"><strong>Manage and Grow High-Net-Worth Client Relationships</strong>: Conduct regular client visits, handle enquiries, understand client needs, and provide tailored banking, investment, and wealth management solutions.</span></span></li><li><span style="font-family: Arial, sans-serif;"><span lang="en-KE"><strong>Drive Private Banking Sales and Portfolio Growth</strong>: Identify opportunities to acquire new clients, deepen existing relationships, cross-sell relevant products, and grow assets under management and revenue.</span></span></li><li><span style="font-family: Arial, sans-serif;"><span lang="en-KE"><strong>Monitor Client Experience and Service Delivery</strong>: Track customer journeys, resolve service issues, ensure timely fulfillment of requests, and enhance client satisfaction, engagement, and retention.</span></span></li><li><span style="font-family: Arial, sans-serif;"><span lang="en-KE"><strong>Analyse Client Insights and Recommend Solutions</strong>: Review customer behaviour, transactional trends, and market developments to identify opportunities and recommend appropriate financial products and services.</span></span></li><li><span style="font-family: Arial, sans-serif;"><span lang="en-KE"><strong>Coordinate Stakeholders and Ensure Compliance</strong>: Work closely with internal teams (Operations, Risk, Marketing, IT, and Product teams) and external partners to deliver client solutions while ensuring adherence to regulatory, compliance, and service standard</span></span></li></ul><p>&nbsp;</p><p>&nbsp;</p><p><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;"><strong>Academic &amp; Professional Qualifications</strong></span></span></p><p>&nbsp;</p><figure class="table"><table border="1" cellspacing="0" cellpadding="0" style="border-collapse: collapse; border-width: medium; border-style: none; border-color: currentcolor; border-image: none; margin-left: 5.4pt;"><tbody><tr style="height: 9.6pt;"><td width="140" style="border: 1pt solid black; height: 9.6pt; padding: 0cm 5.4pt; width: 104.8pt;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;"><strong>Particulars</strong></span></span></td><td width="291" valign="top" style="border: 1pt solid black; height: 9.6pt; padding: 0cm 5.4pt; width: 218.5pt;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;"><strong>Detail</strong></span></span></td><td width="152" valign="top" style="border: 1pt solid black; height: 9.6pt; padding: 0cm 5.4pt; width: 114.05pt;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;"><strong>Need Type</strong></span></span><a href="#_ftn1" name="_ftnref1" title=""><span style="font-family: Arial, sans-serif;"><span lang="EN-US" style="font-size: 11pt;"><strong>[1]</strong></span></span></a></td></tr><tr style="height: 9.6pt;"><td rowspan="3" width="140" style="border: 1pt solid black; height: 9.6pt; padding: 0cm 5.4pt; width: 104.8pt;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;">Education&nbsp;</span></span></td><td width="291" valign="top" style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor black black currentcolor; height: 9.6pt; padding: 0cm 5.4pt; width: 218.5pt;"><span style="font-family: Arial, sans-serif;"><span lang="EN-US" style="font-size: 11pt;">Bachelor's Degree in Business, Finance, Economics or related field</span></span></td><td width="152" valign="top" style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor black black currentcolor; height: 9.6pt; padding: 0cm 5.4pt; width: 114.05pt;"><p style="text-align: center;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;">RQ</span></span></p></td></tr><tr style="height: 5.45pt;"><td width="291" valign="top" style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor black black currentcolor; height: 5.45pt; padding: 0cm 5.4pt; width: 218.5pt;"><p><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;">Professional Qualifications;</span></span></p><p><span style="font-family: Arial, sans-serif;"><span lang="EN-US" style="font-size: 11pt;">CISI, CFA, CFP, Investment Advisory Certification or equivalent</span></span></p></td><td width="152" valign="top" style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor black black currentcolor; height: 5.45pt; padding: 0cm 5.4pt; width: 114.05pt;"><p style="text-align: center;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;">AA</span></span></p></td></tr><tr style="height: 5.45pt;"><td width="291" valign="top" style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor black black currentcolor; height: 5.45pt; padding: 0cm 5.4pt; width: 218.5pt;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;">Master’s Degree</span></span></td><td width="152" valign="top" style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor black black currentcolor; height: 5.45pt; padding: 0cm 5.4pt; width: 114.05pt;"><p style="text-align: center;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;">AA</span></span></p></td></tr></tbody></table></figure><p><br>&nbsp;</p><div><hr><div id="ftn1"><p><a href="#_ftnref1" name="_ftn1" title=""><span style="font-family: &quot;Times New Roman&quot;, serif;"><span lang="EN-US" style="font-size: 10pt;">[1]</span></span></a><span lang="EN-US">&nbsp;</span><span lang="EN-GB">Need Types are : <strong>RQ</strong> = Required, <strong>AA</strong> = Added Advantage</span></p><p>&nbsp;</p></div></div><p><span style="font-family: Arial, sans-serif;"><span lang="en-KE"><strong>Experience&nbsp;</strong></span></span></p><figure class="table"><table border="1" cellspacing="0" cellpadding="0" width="616" style="border-collapse: collapse; border-width: medium; border-style: none; border-color: currentcolor; border-image: none; width: 462.1pt;"><tbody><tr style="height: 14.35pt;"><td width="360" valign="top" style="border: 1pt solid black; height: 14.35pt; padding: 0cm 5.4pt; width: 270pt;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;">Total Minimum No of Years Experience Required</span></span></td><td width="90" valign="top" style="border: 1pt solid black; height: 14.35pt; padding: 0cm 5.4pt; width: 67.5pt;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;">8</span></span></td></tr></tbody></table></figure><p>&nbsp;</p><figure class="table"><table border="1" cellspacing="0" cellpadding="0" align="left" width="616" style="border-collapse: collapse; border-width: medium; border-style: none; border-color: currentcolor; border-image: none; margin-left: 6.75pt; margin-right: 6.75pt; width: 462.1pt;"><tbody><tr style="height: 6.65pt;"><td width="310" style="background-color: rgb(242, 242, 242); border: 1pt solid black; height: 6.65pt; padding: 0cm 5.4pt; width: 232.85pt;"><span style="color: black; font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;"><strong>Detail</strong></span></span></td><td width="205" valign="top" style="background-color: rgb(242, 242, 242); border: 1pt solid black; height: 6.65pt; padding: 0cm 5.4pt; width: 153.6pt;"><p style="text-align: center;"><span style="color: black; font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;"><strong>Minimum No of Years</strong></span></span></p></td><td width="101" valign="top" style="background-color: rgb(242, 242, 242); border: 1pt solid black; height: 6.65pt; padding: 0cm 5.4pt; width: 75.65pt;"><p style="text-align: center;"><span style="color: black; font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;"><strong>Need Type</strong></span></span><a href="#_ftn1" name="_ftnref1" title=""><span style="color: black; font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;"><strong>[1]</strong></span></span></a></p></td></tr><tr style="height: 6.65pt;"><td width="310" style="border: 1pt solid black; height: 6.65pt; padding: 0cm 5.4pt; width: 232.85pt;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;">Management level in Banking</span></span></td><td width="205" valign="top" style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor black black currentcolor; height: 6.65pt; padding: 0cm 5.4pt; width: 153.6pt;"><p style="text-align: center;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;">5</span></span></p></td><td width="101" valign="top" style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor black black currentcolor; height: 6.65pt; padding: 0cm 5.4pt; width: 75.65pt;"><p style="text-align: center;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;">RQ</span></span></p></td></tr><tr style="height: 6.65pt;"><td width="310" style="border: 1pt solid black; height: 6.65pt; padding: 0cm 5.4pt; width: 232.85pt;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;">Private Banking or Wealth Management</span></span></td><td width="205" valign="top" style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor black black currentcolor; height: 6.65pt; padding: 0cm 5.4pt; width: 153.6pt;"><p style="text-align: center;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;">4</span></span></p></td><td width="101" valign="top" style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor black black currentcolor; height: 6.65pt; padding: 0cm 5.4pt; width: 75.65pt;"><p style="text-align: center;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;">RQ</span></span></p></td></tr><tr style="height: 6.45pt;"><td width="310" style="border: 1pt solid black; height: 6.45pt; padding: 0cm 5.4pt; width: 232.85pt;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;">Product Development and Management</span></span></td><td width="205" valign="top" style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor black black currentcolor; height: 6.45pt; padding: 0cm 5.4pt; width: 153.6pt;"><p style="text-align: center;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;">4</span></span></p></td><td width="101" valign="top" style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor black black currentcolor; height: 6.45pt; padding: 0cm 5.4pt; width: 75.65pt;"><p style="text-align: center;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;">RQ</span></span></p></td></tr><tr style="height: 6.45pt;"><td width="310" style="border: 1pt solid black; height: 6.45pt; padding: 0cm 5.4pt; width: 232.85pt;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;">Banking Sales and Customer Service</span></span></td><td width="205" valign="top" style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor black black currentcolor; height: 6.45pt; padding: 0cm 5.4pt; width: 153.6pt;"><p style="text-align: center;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;">3</span></span></p></td><td width="101" valign="top" style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor black black currentcolor; height: 6.45pt; padding: 0cm 5.4pt; width: 75.65pt;"><p style="text-align: center;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;">RQ</span></span></p></td></tr><tr style="height: 6.45pt;"><td width="310" style="border: 1pt solid black; height: 6.45pt; padding: 0cm 5.4pt; width: 232.85pt;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;">Project Management</span></span></td><td width="205" valign="top" style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor black black currentcolor; height: 6.45pt; padding: 0cm 5.4pt; width: 153.6pt;"><p style="text-align: center;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;">2</span></span></p></td><td width="101" valign="top" style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor black black currentcolor; height: 6.45pt; padding: 0cm 5.4pt; width: 75.65pt;"><p style="text-align: center;"><span style="font-family: Arial, sans-serif;"><span lang="EN-GB" style="font-size: 11pt;">AA</span></span></p></td></tr></tbody></table></figure><p><br>&nbsp;</p><div><hr><div id="ftn1"><p><a href="#_ftnref1" name="_ftn1" title=""><span style="font-family: &quot;Times New Roman&quot;, serif;"><span lang="EN-US" style="font-size: 8pt;">[1]</span></span></a><span lang="EN-US" style="font-size: 8pt;">&nbsp;</span><span lang="EN-GB" style="font-size: 8pt;">Need Types are: <strong>ES</strong> = Essential, <strong>DE</strong> = Desirable but not Essential</span></p></div></div><p>&nbsp;</p><div><hr><div id="ftn1"><p><a href="#_ftnref1" name="_ftn1" title=""><span style="font-family: &quot;Times New Roman&quot;, serif;"><span lang="EN-US" style="font-size: 8pt;">[1]</span></span></a><span lang="EN-US" style="font-size: 8pt;">&nbsp;</span><span lang="EN-GB" style="font-size: 8pt;">Need Types are: <strong>ES</strong> = Essential, <strong>DE</strong> = Desirable but not Essential</span></p></div></div><div><hr><div id="ftn1"><p><a href="#_ftnref1" name="_ftn1" title=""><span style="font-family: &quot;Times New Roman&quot;, serif;"><span lang="EN-US" style="font-size: 10pt;">[1]</span></span></a><span lang="EN-US">&nbsp;</span><span lang="EN-GB">Need Types are : <strong>RQ</strong> = Required, <strong>AA</strong> = Added Advantage</span></p><p>&nbsp;</p></div></div>