Equity Bank Limited (The "Bank”) is incorporated, registered under the Kenyan Companies Act Cap 486 and domiciled in Kenya. The address of the Bank’s registered office is 9th Floor, Equity Centre, P.O. Box 75104 - 00200 Nairobi. The Bank is licensed under the Kenya Banking Act (Chapter 488), and continues to offer retail banking, microfinance and relat...
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Supporting Universal RMs Across the Branch Network
Partner with Universal RMs to identify and develop wealth management opportunities within their client base.
Act as a trusted resource for private wealth expertise, providing advisory support during client engagements.
Build the capacity of Universal RMs through continuous training, workshops, and on-the-job coaching in private wealth management strategies.
Client Advisory and Relationship Management
Serve as the primary wealth management expert for clients requiring bespoke financial solutions.
Provide comprehensive advisory services, including portfolio management, tax optimization, succession planning, and philanthropic structuring.
Cultivate long-term, trust-based relationships with HNWIs, UHNWIs, and family offices across the Equity Group footprint.
Business Development and Origination
Develop and execute strategies to originate new wealth management clients independently.
Identify opportunities to expand EIB’s wealth management footprint within and beyond the existing client base.
Build a pipeline of prospects by leveraging market intelligence and personal networks.
Capacity Building and Training
Enhance the technical capabilities of Universal RMs by delivering structured learning programs on private wealth solutions and global best practices.
Align training initiatives with EIB’s strategic objectives to ensure the delivery of seamless, client centric wealth management services.
Product and Market Expertise
Maintain a deep understanding of financial markets, investment products, and client preferences.
Collaborate with product teams to ensure offerings are competitive, innovative, and tailored to the unique needs of clients in Sub-Saharan Africa.
Stay informed on global and regional economic trends to proactively advise clients on emerging opportunities.6. Compliance and Execution
Ensure all client engagements and transactions adhere to EIB’s compliance standards and
regulatory requirements.
Lead the execution of wealth management transactions, working collaboratively with internal
teams to deliver flawless service.
Qualifications
Bachelor’s degree in finance, Economics, Business Administration, or related fields. A Master’s degree, MBA, or professional certifications (CFA, CIFA, CISI) preferred.
Minimum of 7–10 years of experience in wealth management, private banking, or financial advisory roles, ideally with regional or international exposure.
Demonstrable success in originating and managing relationships with HNWIs and UHNWIs.
Strong understanding of financial planning, portfolio management, and investment advisory services
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