Wealth Advisor
The Position
The Wealth Advisor will
assist in the development and growth of Wealth Management business through all
sales channels in the KCB Bank group to meet budget annual revenue targets by
effectively driving all internal and external sales teams. He/she will make
sure that the organizational footprint in the market is prominent and in turn
generate sales and revenue by utilizing excellent, in-depth knowledge of company
products & services.
Key Responsibilities
- Take
responsibility for the business performance and delivery of set targets
for KCB Capital Limited by providing effective leadership, motivation,
marketing support and technical assistance to Branches and selected
Relationship Managers.
- Leverage
key marketing initiatives being undertaken by the bank and KCB Capital
Limited in the region while working closely with the branch management
teams to spot opportunities for KCB Capital Limited Wealth business.
- To
ensure a planned and systematic growth in Wealth revenue generation
through sales strategies, branch and direct sales channels in the Bank
network.
- Maintain
strong working relationships with the bank branch managers for acquisition
of new investment customers.
- Function
as point of contact for customer support and ensure queries are resolved
in a timely and professional manner.
- To
liaise with department heads and sales managers of sales channels in the
bank and work towards a planned and sustainable growth of Wealth business
throughout the region.
- To
guide KCB Capital Limited Wealth team, sales, direct sales, and branch
channel teams to cross sell opportunities across departments and KCB
group.
- To
build an effective sales culture and a Multi-product sales environment in
the team through strong sales and relationship management principles and
practices.
- Direct
marketing to certain clients and co-marketing with Relationship Managers
Deliver solutions/proposals which lead to action by clients Promote higher
share of wallet from clients.
- To
formulate sales and marketing plans/strategies on a monthly and annual
basis. Formulate sales budgets, sales presentation in the designated
branches/ regions.
Qualifications
For the above position,
the successful applicant should have the following:
- Must
have a University Degree preferably in a Business related field.
- 3
years’ progressive experience preferably in financial markets.
- 3
years’ experience in business development
- 2
years’ experience in sales force management.
- Knowledge
of Investment Banking products, financial services sales processes, the
data protection act, latest market trends as well as challenges.
- Sound
technical understanding of the regulatory/operating environment with
respect to the Capital Markets Authority and financial services
- Sound
understanding of Wealth Management and knowledge of internal business
controls.
- Demonstrable
cross-cultural, people/stakeholder/executive relationship management
skills, team motivation and leadership competence.
How to Apply
The above position is
demanding role for which the Bank will provide a competitive remuneration
package to the successful candidate. If you believe you can clearly demonstrate
your abilities to meet the criteria given above, please log in to our
Recruitment portal and submit your application with a detailed CV.
To be considered your
application must be received by Tuesday 7th February 2023.
Qualified candidates with
disability are encouraged to apply.
Only short-listed
candidates will be contacted.
