Regional Relationship Manager - High Networth Individual at Equity Bank Kenya

Job Scope:

The role is responsible for deepening relationships with HNI (High Net-Worth Individuals) clients to optimize retention, business development, revenue and profitability within the region.

Job Purpose:

• Responsible for acquisition of new HNI business & management of allocated portfolio to drive balance sheet and income growth within the region.
• To onboard existing & HNI clients. Build strong business relationships with aim of driving sales, service excellence and high level of client satisfaction that is mutually benefiting.
• Work with EIB, ELAK and treasury to provide wealth management and preservation solutions to clients.
• Work closely with cluster branches and teams within the region to grow HNI.

Key Accountabilities: 

Relationship Management and Financial Performance

• To be the first point of contact for clients for the allocated regional portfolio
• Proactively onboard and engage existing clients on the Group’s offering, educate on new changes in the bank/industry and share advisory communication.
• Deliver deposit, loans, investment, insurance and revenue targets.
• Leverage the ecosystem opportunities across all business segments to target quality business and grow value.

Customer Excellence

• Digitize and cross sell to increase product holding to a minimum of 4 (Save, Invest, Borrow & Insure)
• 100% CRM utilization on service, sales pipeline and client contact program.
• Ensure correct carding of clients in the portfolio with minimum utilization of 75%.
• Achieve best bank in HNI Banking in the country measured by wallet size growth, customer satisfaction score and NPS rating.
• Migrate transactions to digital channels – minimum of 60%.

Qualifications

Education and Qualification

• Bachelor’s degree in Business, Finance, Economics, Banking, or a related field.
• Professional qualifications such as CFA, CPA, ACCA, CIB, or CISI.
• Certification in Wealth Management, Investment Advisory, or Relationship Management.
• Minimum 5–7 years’ experience in Relationship Management, Private Banking, Wealth Management, or Corporate Banking.
• Proven experience managing HNI or affluent client portfolios.
• Strong track record in sales, portfolio growth, and client retention within the financial services industry.

Key Skills and Competencies

Technical Skills

• Relationship and portfolio management
• Credit analysis and financial statement interpretation
• Wealth management and investment advisory
• Sales, negotiation, and revenue generation
• CRM and digital banking platforms

Leadership & Behavioral Competencies

• Customer-centric mindset
• Strong communication and influencing skills
• Commercial acumen and results orientation
• Integrity and ethical judgment
• Collaboration and teamwork