Family Bank is inviting applications from qualified and experienced professionals to fill the position of Relationship Manager – High Net Worth Individuals. This role presents a unique opportunity for individuals with a strong background in relationship management and a deep understanding of the banking industry to work with one of the leading financial institutions in Kenya.
The successful candidate will be reporting directly to the Senior Manager, Consumer Banking. The position requires individuals with a demonstrated ability to engage, acquire, and retain High Net Worth clients while delivering effective financial solutions tailored to meet client needs. The bank seeks a goal-driven professional who can contribute to its growth while upholding its values and ensuring strict compliance with financial regulations.
This article provides a detailed overview of the responsibilities, expectations, and requirements of the advertised role. Interested candidates are encouraged to read through carefully and determine if their skills, experience, and professional attributes align with the position.
Job Purpose
The Relationship Manager – High Net Worth Individuals will primarily be responsible for acquiring, servicing, and managing relationships with High Net Worth clients. The role emphasizes one-on-one client engagement to identify financial needs and provide tailored products, services, and solutions. By building long-term and trusted relationships, the role will contribute to revenue growth, client satisfaction, and the strategic expansion of Family Bank’s High Net Worth Individuals portfolio.
Key Responsibilities
The position comes with a wide range of responsibilities, each designed to drive client acquisition, strengthen relationships, and ensure the delivery of excellent financial services.
- Client Acquisition, Growth, and Retention
The Relationship Manager will be tasked with acquiring new High Net Worth clients, growing the existing base, and ensuring that strong, lasting relationships are maintained. This includes identifying potential clients through targeted strategies and converting them into long-term customers. - Revenue Growth and Product Engagement
By focusing on customer acquisition, need identification, product cross-selling, and encouraging increased product usage among existing clients, the role ensures continuous revenue growth. The manager will be responsible for optimizing both customer satisfaction and bank profitability through innovative solutions. - Market Research and Business Planning
The position requires conducting market research and detailed analysis of affluent customers. Insights gained will inform the creation of business plans focusing on product development, new commercial opportunities, and strategic partnerships that align with the bank’s growth strategy. - Planning Client Engagement Activities
The Relationship Manager will organize and execute activations within the bank’s target markets or geographic areas to develop a robust pipeline of potential High Net Worth clients. This includes planning and coordinating client-focused events such as forums, seminars, and training sessions designed to foster relationships and promote financial products. - Product Training and Knowledge Sharing
The successful candidate will design and conduct product training programs for branch staff to ensure consistency in the quality of client interactions. By enhancing staff knowledge, the manager will enable teams to deliver exceptional services and build stronger customer relationships. - Strategic Partnerships and Offerings
The role will involve introducing and reviewing strategic partnerships to drive decision-making, evaluate return on investment, and enhance product offerings. Additionally, the manager will establish exclusive and discounted offerings for High Net Worth clients to encourage portfolio growth. - Compliance and Risk Management
Ensuring that all new businesses align with KYC, CTF, and AML regulations will be a key responsibility. The Relationship Manager must adhere to all bank-prescribed processes, standard operating procedures, and central bank requirements, safeguarding both the bank and its clients. - Brand Representation and Value Delivery
Acting as a role model of the bank’s brand and corporate values in both internal and external markets is a critical expectation. The manager must ensure that the bank’s service promise is delivered consistently, reinforcing trust and loyalty among clients. - Documentation and Verification
The Relationship Manager will check and verify the accuracy and completeness of documents against the checklist provided. This includes ensuring compliance with KYC and AML requirements across product lines to maintain operational integrity. - Other Assigned Duties
Beyond the listed responsibilities, the manager may be assigned additional official duties by management. Flexibility and adaptability will therefore be essential attributes for success in the role.
Qualifications
Applicants must meet the following minimum qualifications to be considered for the role:
- A Bachelor’s degree in Commerce, Business, or a related field.
- A minimum of 6 years of experience in general banking, with at least 2 years at relationship level within the affluent service sector or retail banking.
- Clear understanding of various investment models in the banking industry.
- At least 2 years of experience in relationship management with a proven track record of client acquisition and management.
- Strong knowledge of risk, credit policies, and procedures.
Key Competencies and Attributes
The ideal candidate should demonstrate strong interpersonal, management, and leadership abilities. These qualities will ensure the effective execution of responsibilities and the achievement of business goals.
- Interpersonal Competencies
- Goal-focused, with the ability to identify and act on business opportunities.
- Skilled at building networks and maintaining strong professional relationships.
- Capable of managing and influencing others to achieve desired results.
- Possesses passion and drive to succeed, even under challenging circumstances.
- Pleasant demeanor with the ability to relate well across diverse social settings and teams.
- Commitment to professionalism, integrity, and respect for others.
- Management and Leadership Competencies
- Ability to identify, motivate, and develop talent within the bank.
- Skilled at influencing decisions at various organizational levels.
- Strong communication skills, both written and verbal.
- Ability to drive high performance within teams and deliver results.
Application Process
All interested applicants are required to apply online by submitting their applications to the email address: [email protected]. The closing date for applications is 25th August 2025.
Applicants are advised that canvassing will automatically result in disqualification. Only shortlisted candidates will be contacted for further engagement.
Family Bank is an equal opportunity employer committed to diversity and inclusion in the workplace.
Conclusion
This vacancy for a Relationship Manager – High Net Worth Individuals is a highly competitive opportunity for banking professionals with the right mix of technical expertise, interpersonal skills, and leadership capabilities. The role calls for individuals who can balance business growth with regulatory compliance while maintaining high standards of client service.
Candidates with a passion for building and managing relationships in the banking sector, and who meet the outlined qualifications and competencies, are encouraged to apply before the deadline.
