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Wealth & Investment Relationship Manager (Mombasa) at Standard Bank Group
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Mombasa 🇰🇪 Kenya
Posted 1 day ago (5 Oct 2026) Updated about 3 hours ago
Job Description
The Wealth & Investment Relationship Manager serves as the primary advisor for high‑net‑worth clients in Mombasa, delivering comprehensive wealth and investment solutions. The role involves managing client portfolios, integrating the bank’s full suite of products, and driving revenue through client retention and acquisition. Strong relationship management and deep knowledge of financial markets are essential. The manager works closely with internal partners to ensure compliance and high‑quality service.
Qualifications & Requirements
- • First‑degree in Business, Commerce, Finance, Economics or a related discipline
- • Professional certification such as Chartered Institute for Securities and Investment (CISI)
- • 8–10 years of experience in private banking, wealth management or investment banking
- • Proven ability to manage high‑net‑worth client relationships and deliver advisory services
- • Strong understanding of operational processes, risk management and compliance requirements
Required Skills
Responsibilities
- • Act as the main point of contact for a portfolio of high‑net‑worth clients, delivering tailored wealth and investment advice
- • Integrate and promote the full range of Stanbic Bank products and services to meet client needs
- • Manage client relationships to retain existing business and acquire new high‑value accounts
- • Achieve revenue targets by cross‑selling and upselling appropriate financial solutions
- • Ensure compliance with operational, risk, and regulatory standards throughout client interactions