Regional Relationship Manager – High Networth Individual – ()
Description
Equity Bank is one of the region’s leading banks whose purpose is to transform the lives and livelihoods of the people of Africa socially and economically by availing them modern and inclusive financial services that maximize their opportunities. With a strong footprint in Kenya, Uganda, Tanzania, Rwanda, South Sudan and DRC Congo, Equity Bank is now home to over 12 million customers – the largest customer base in Africa. Currently the Bank is seeking additional talent to serve at the regions (Coast, North Eastern, Nyanza, Rift Valley and Central)
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
