Jubilee Asset Management Limited (JAML) is a premier asset management firm providing cutting-edge investment products and solutions to a wide range of clients—including institutions, high-net-worth individuals (HNWI), and retail clients. With a commitment to excellence and innovation, JAML offers services across various financial domains including Insurance Fund Management, Segregated Portfolio Management, Unit Trusts, Alternative Investments, Offshore Investments, and Structured Investment Products.
JAML is a subsidiary of Jubilee Insurance and part of the Jubilee Holdings Limited group, East Africa’s largest insurance and financial services provider. Our brand is synonymous with trust, expertise, and wealth creation. To learn more about us, visit: https://jubileeinsurance.com/ke/asset-management
We are looking for a passionate and strategic professional to join our growing team as Training and Recruitment Manager. This is a unique opportunity to directly influence the quality and performance of our Retail Distribution team while shaping the future of talent acquisition and development within the organization.
Role Purpose
The Training and Recruitment Manager will be responsible for leading strategic talent acquisition and capability development efforts for the Retail Distribution division. This role will focus on recruiting high-performing professionals in relationship management and sales, delivering tailored training and onboarding programs, and fostering a performance-driven, client-focused culture. The position plays a key role in ensuring strong salesforce effectiveness, top-tier client engagement, and overall business growth.
Key Responsibilities
1. Talent Acquisition and Recruitment
- Develop and implement a recruitment strategy focused on attracting top-tier sales and relationship management professionals.
- Manage the full recruitment lifecycle including sourcing, screening, interviewing, selection, and onboarding.
- Establish and maintain partnerships with academic institutions, professional bodies, and recruitment agencies in finance and wealth management.
- Design and manage a structured Graduate and Early Career Program to build a pipeline for future relationship managers and institutional sales leaders.
2. Training and Development
- Conduct training needs assessments across Retail Distribution teams to identify skill gaps.
- Design and implement specialized training modules focused on:
- Wealth and investment management
- Portfolio construction
- Client relationship management
- Regulatory compliance and ethical selling
- Collaborate with internal subject matter experts to include advanced financial topics such as structured investments, offshore products, and alternative assets.
- Roll out certification tracks and Continuous Professional Development (CPD) programs.
3. Performance Management and Capability Building
- Establish key performance indicators (KPIs) for relationship managers and distribution teams.
- Monitor post-training performance and refine development plans accordingly.
- Promote a culture of coaching and mentoring to sustain high performance.
- Align capability-building initiatives with broader sales goals, client satisfaction metrics, and revenue targets.
4. Onboarding and Induction
- Design a comprehensive onboarding program for new hires with a focus on:
- JAML’s client-centric approach
- Product knowledge and service excellence
- Company values and performance expectations
- Ensure effective integration of new employees into the organizational culture and business processes.
5. Organizational Development and Engagement
- Lead initiatives to boost employee engagement, retention, and career progression within the Retail Distribution teams.
- Support succession planning and leadership development programs, particularly for HNWI-focused relationship managers and institutional sales professionals.
- Foster an inclusive and motivating work environment that attracts and retains top talent.
6. Compliance and Governance
- Ensure full compliance with all regulatory guidelines from the Insurance Regulatory Authority (IRA), Capital Markets Authority (CMA), and internal policies.
- Maintain comprehensive documentation for all training and recruitment activities to meet quality assurance, audit, and reporting requirements.
Key Competencies and Skills
- Talent Acquisition Expertise: Proven ability to recruit and onboard top-performing professionals, particularly in sales and business development.
- Training and Development Mastery: Experience in creating impactful learning programs that improve workforce capabilities.
- Salesforce Development: Strong background in building and managing performance-based training strategies.
- Institutional and HNWI Business Acumen: Solid understanding of financial advisory practices, wealth management, and institutional sales frameworks.
- Sector Knowledge: Deep familiarity with insurance, investment, and asset management offerings.
- Strategic Alignment: Ability to align talent and training strategies with organizational growth and market expansion goals.
- Performance Management: Skilled in developing KPIs, performance tracking systems, and coaching programs.
- Stakeholder Management: Strong collaboration skills, especially in cross-functional teams and external partnerships.
- Effective Communication: Excellent presentation, facilitation, and reporting abilities.
- Professional Integrity: Demonstrated adherence to ethical standards and confidential handling of sensitive business and employee information.
Educational Requirements
- Bachelor’s Degree in Human Resources, Business Administration, Finance, Organizational Development, Education, or related fields.
- A Master’s Degree (e.g., MBA, MHRM, MSc Finance) is an added advantage.
- Relevant professional certifications such as CHRP, SHRM, CIPD, ATD, or CPTM are desirable.
Relevant Experience
- 6 to 8 years of experience in talent acquisition, training, and development—preferably within financial services, insurance, or retail distribution environments.
- Proven track record in:
- Recruiting high-performing teams
- Developing sales training programs that yield measurable results
- Collaborating with academic institutions and professional bodies
- Deep understanding of regulatory compliance frameworks in the insurance and financial sectors.
Why Join Jubilee Asset Management Limited?
This role presents a unique opportunity to work with one of the region’s most reputable and forward-thinking financial services firms. At JAML, you’ll have the autonomy and support to shape talent strategies, lead meaningful learning initiatives, and influence the performance of high-impact sales teams.
We are a company that values:
- Innovation and adaptability
- Client-first culture
- High ethical standards
- Talent and leadership development
- Sustainable business growth
How to Apply
If you are qualified and looking to advance your career in talent development and recruitment within a dynamic financial services environment, we encourage you to apply.
Please submit your application via email to:
[email protected]
Quote the Job Reference Number (JAML049) and Position Title (Training and Recruitment Manager) in the subject line.
Application Deadline: 13th May 2025
Only shortlisted candidates will be contacted.
