Wealth Advisor

Key Responsibilities

• Take responsibility for the business performance and delivery of set targets for KCB Capital Limited by providing effective leadership, motivation, marketing support, and technical assistance to Branches and selected Relationship Managers.
• Leverage key marketing initiatives being undertaken by the bank and KCB Capital Limited in the region while working closely with the branch management teams to spot opportunities for KCB Capital Limited Wealth business.
• To ensure a planned and systematic growth in Wealth revenue generation through the Wealth sales strategies, branch and direct sales channels in the Bank network.
• Maintain strong working relationships with the bank branch managers for the acquisition of new investment customers.
• Function as point of contact for customer support and ensure queries are resolved in a timely and professional manner.
• To liaise with department heads and sales managers of sales channels in the bank and work towards a planned and sustainable growth of Wealth business throughout the region.
• To guide the KCB Capital Limited Wealth team, sales, direct sales, and branch channel teams to cross-sell opportunities across departments and the KCB group.
• To build an effective sales culture and a Multi-product sales environment in the team through strong sales and relationship management principles and practices. Job Title Wealth Advisors Reports to Head of Wealth Function/Division KCB Investment Bank Limited Region OR Department Head Office Branch OR Section Head Office Job Level MLA
• Direct marketing to certain clients and co-marketing with Relationship Managers Deliver solutions/proposals which lead to action by clients Promote higher share of wallet from clients.
• Formulate sales and marketing plans/strategies on a monthly and annual basis. Formulate sales budgets, and sales presentations in the designated branches/ regions.

The Person

For the above position, the successful applicant should meet the following criteria:

• Must have a University Degree preferably in Business related field.
• Must have CISI or Equivalent Certification
• A Master’s degree or CPA /ACCA or equivalent accounting qualifications will be an added advantage.
• 3 or more years of progressive experience preferably in a similar role with at least 3 years in business development and 2 years in sales force management all at a national level.
• Knowledge of Investment Banking products, financial services sales processes, the data protection act, latest market trends as well as challenges.
• Sound technical understanding of the regulatory/operating environment with respect to the Capital Markets Authority and financial services.
• Sound understanding of Wealth Management and knowledge of internal business controls.
• Demonstrable cross-cultural, people/stakeholder/executive relationship management skills, team motivation, and leadership competence.

The above position is a demanding role for which the Bank will provide a competitive remuneration package to the successful candidate. If you believe you can clearly demonstrate your abilities to meet the criteria given above, please log in to our Recruitment portal and submit your application with a detailed CV.

To be considered your application must be received by Wednesday 12^th July 2023.

Qualified candidates with disability are encouraged to apply.

Only short-listed candidates will be contacted.