Hiring: NairobiCity Newsroom
Status
Open
Fonte
MyJobMag
• Job Type Full Time
• Qualification BA/BSc/HND , Professional Certificate
• Experience 8 - 10 years
• Location Mombasa
• Job Field Finance / Accounting / Audit
• Type of Qualification: First Degree
• Field of Study: Business Commerce, Finance, Economics or related field
• Professional Certifications: Chartered Institute for Securities and Investment
• The role requires client facing banking experience in private banking/private wealth/investment banking/commercial banking, with a good understanding of operational and administrative processes as well as risk and compliance standards and with a focus on maintaining high standards of service and problem resolution.
• Demonstrated experience in wealth management, investment advisory, and global financial markets, with a strong understanding of asset classes, portfolio construction, diversification strategies, risk management, and market dynamics.
• Proven ability to interpret market developments and translate complex investment concepts into actionable insights and tailored recommendations for high-net-worth clients.
• Extensive experience managing affluent and high-net-worth client relationships, with the ability to develop a holistic understanding of clients' financial situations, including business interests, assets and liabilities, liquidity needs, risk tolerance, succession planning, and legacy objectives. Skilled in identifying client needs and providing comprehensive wealth solutions aligned to their long-term financial goals and family aspirations.
• Articulating Information
• Following Procedures
• Interacting with People
• Pursuing Goals
• Seizing Opportunities
• Team Working
• Client Retention
• Client Servicing
• Cross and Up-Selling
• Customer Understanding
• Mind of Customer Experience
• Product Knowledge
• Qualification BA/BSc/HND , Professional Certificate
• Experience 8 - 10 years
• Location Mombasa
• Job Field Finance / Accounting / Audit
• Type of Qualification: First Degree
• Field of Study: Business Commerce, Finance, Economics or related field
• Professional Certifications: Chartered Institute for Securities and Investment
• The role requires client facing banking experience in private banking/private wealth/investment banking/commercial banking, with a good understanding of operational and administrative processes as well as risk and compliance standards and with a focus on maintaining high standards of service and problem resolution.
• Demonstrated experience in wealth management, investment advisory, and global financial markets, with a strong understanding of asset classes, portfolio construction, diversification strategies, risk management, and market dynamics.
• Proven ability to interpret market developments and translate complex investment concepts into actionable insights and tailored recommendations for high-net-worth clients.
• Extensive experience managing affluent and high-net-worth client relationships, with the ability to develop a holistic understanding of clients' financial situations, including business interests, assets and liabilities, liquidity needs, risk tolerance, succession planning, and legacy objectives. Skilled in identifying client needs and providing comprehensive wealth solutions aligned to their long-term financial goals and family aspirations.
• Articulating Information
• Following Procedures
• Interacting with People
• Pursuing Goals
• Seizing Opportunities
• Team Working
• Client Retention
• Client Servicing
• Cross and Up-Selling
• Customer Understanding
• Mind of Customer Experience
• Product Knowledge
• Job Type Full Time
• Qualification BA/BSc/HND , Professional Certificate
• Experience 8 - 10 years
• Location Mombasa
• Job Field Finance / Accounting / Audit
• Type of Qualification: First Degree
• Field of Study: Business Commerce, Finance, Economics or related field
• Professional Certifications: Chartered Institute for Securities and Investment
• The role requires client facing banking experience in private banking/private wealth/investment banking/commercial banking, with a good understanding of operational and administrative processes as well as risk and compliance standards and with a focus on maintaining high standards of service and problem resolution.
• Demonstrated experience in wealth management, investment advisory, and global financial markets, with a strong understanding of asset classes, portfolio construction, diversification strategies, risk management, and market dynamics.
• Proven ability to interpret market developments and translate complex investment concepts into actionable insights and tailored recommendations for high-net-worth clients.
• Extensive experience managing affluent and high-net-worth client relationships, with the ability to develop a holistic understanding of clients' financial situations, including business interests, assets and liabilities, liquidity needs, risk tolerance, succession planning, and legacy objectives. Skilled in identifying client needs and providing comprehensive wealth solutions aligned to their long-term financial goals and family aspirations.
• Articulating Information
• Following Procedures
• Interacting with People
• Pursuing Goals
• Seizing Opportunities
• Team Working
• Client Retention
• Client Servicing
• Cross and Up-Selling
• Customer Understanding
• Mind of Customer Experience
• Product Knowledge
Listed on MyJobMag — applications are handled there, not on NairobiCity.
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