Job Title: Relationship Manager
Hiring Organization: Jubilee
Insurance
Location – Locality: Nairobi
Location – Region: Kenya
Industry: Insurance
Job Type: Full
Time
Salary: KES
Competitive
Date Posted: 10/19/2023
Job Ref. No: JAML012
Role Purpose
The role
holder will be responsible for overseeing the strategic and operational aspects
of asset management within the organization. This role focuses on developing
and implementing strategies, ensuring regulatory compliance, fostering a strong
corporate governance culture, and providing leadership to drive business growth
and maximize asset performance.
Main
Responsibilities
Strategy:
Implementation
the strategic plan for the asset management division, aligned with the overall
corporate strategy.
Identify
new business opportunities, market trends, and potential risks to drive growth
and profitability.
Monitor
industry developments, regulatory changes, and emerging market conditions to
adjust strategies accordingly.
Partnerships
and Alliances
Identify
strategic partnerships and alliances that can enhance the firm’s distribution
channels and market reach.
Collaborate
with strategic partners to leverage synergies and mutually beneficial
opportunities.
Pipeline
Management:
Build and
manage a robust sales pipeline, tracking prospects through the sales funnel and
ensuring consistent follow-up.
Monitor
key performance metrics and report progress to senior management.
Client
Relationship Management:
Cultivate
and maintain strong relationships with existing and potential clients,
including institutional investors, high net worth individuals, family offices,
and other relevant entities.
Understand
their investment needs, goals, and risk appetites to tailor solutions that meet
their requirements.
Market
Intelligence:
Stay
informed about industry trends, competitor activities, and regulatory changes
that could impact the asset management landscape. Translate market insights
into actionable strategies.
Collaboration:
Collaborate
closely with the investment team, marketing department, and senior management
to align business development efforts with investment strategies and overall
company objectives.
Reporting
and Analysis:
Provide
regular reports and analysis on business development activities, market trends,
and client feedback. Use data-driven insights to refine strategies and drive
continuous improvement.
Corporate
Governance (Regulatory and Compliance):
Ensure
compliance with regulatory requirements, industry standards, and internal
policies related to asset management activities.
Keep
abreast of regulatory changes and communicate their impact on the asset
management division.
Leadership
and Culture:
Foster a
culture of excellence, collaboration, and continuous improvement within the
asset management division.
Encourage
a client-centric approach, ensuring high-quality service delivery and
maintaining strong relationships with clients.
Ensure
ethical conduct, integrity, and accountability throughout the division
Key
Competencies
Achievement
of financial targets, such as assets under management (AUM), revenue, and
profitability.
Compliance
with regulatory requirements and internal policies.
Ensure
client satisfaction and retention.
Timely
and accurate reporting on activities and performance.
Qualifications
Bachelor’s
degree in finance, actuarial science, economics, business administration, or a
related field.
Professional
certifications such as Chartered Institute for Securities Investment (CISI)) or
Certified Financial Planner (CFP) would be advantageous.
Master’s
degree or professional certification (e.g., CFA) is highly desirable.
Relevant
Experience
Minimum
of 7 years of relevant experience in asset management, with at least 2 years in
a managerial capacity.
How To
Apply
If you
are qualified and seeking an exciting new challenge, please apply via Recruitment@jubileekenya.com quoting
the Job Reference Number and Position by 25th October 2023. Only shortlisted
candidates will be contacted.
