Wealth Advisor
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 the Wealth 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.
DAILY RESPONSIBILITIES
- To conduct periodic sales reviews and take corrective steps
to improve and boost Wealth business.
- Ensure all regulatory requirements are met by ensuring
compliance to the Group Policies and SLA’s.
- To monitor monthly achievements against budgeted sales and
revenue generation figures.
- To work very closely with the branch managers and Head of
wealth to ensure prompt and effective execution of tasks resulting in business
growth assistance.
- To manage and ensure business retention is within acceptable
and set levels.
Qualifications
- Must have a University Degree preferably in Business related
field
- Possession of CISI or Equivalent Certification will be an
added advantage.
- A Masters degree or CPA /ACCA or equivalent accounting
qualifications will be an added advantage.
- 3 or more years of progressive experience preferably in a
similar role with at least 3 years’ at in business development and 2
years’ sales force management all at a national level.
- 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
