Relationship Manager - HNI

About

The Relationship Manager - HNI will onboard, manage, grow and deepen relationships with High Net-Worth Individuals, providing personalized financial advice, investment solutions and banking services. The role delivers holistic wealth management services, pursues financial targets and supports the Bank's HNI client position. Applicants need a relevant bachelor's degree and 5–7 years' relevant banking experience, including at least 3 years handling HNI clients. Duty station: Head Office.

How to apply

Fill in and submit the form on the official Gulf African Bank advert page. The form requests position, personal and contact details, current town/city, degree, professional certification, experience and employer details, and a CV attachment (maximum file size 16 MB). By submitting the application form, cover letter and curriculum vitae, applicants acknowledge and consent to the Bank's privacy notice.

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Responsibilities

• Design, formulate and execute segment growth strategies and marketing programs to drive segment revenue (P&L) and business performance.
• Formulate a compelling value proposition targeting HNI customers that attracts new customers and retains existing ones.
• Design products based on identified customer needs, formulate tactical business plans to package product offer to grow segment base, enhance customer engagement and work closely with internal stakeholders to launch them.
• Acquire new HNI clients through referrals, targeted marketing, and strategic prospecting.
• Build and nurture long-term relationships with HNI clients, ensuring exceptional customer service and engagement.
• Conduct regular reviews of client portfolios to assess risk appetite, financial goals, and evolving needs.
• Achieve the required minimum client visits and customer engagement forums per year.
• Build positive and lasting relationship with individual and family clients, family offices, foundations and their advisors, managing the different dynamics and interests of the parties to build consensus and realize desired results.
• Create an execute a client driven relationship management and portfolio management strategy that will result in increased revenue, profit, share of wallet and contained PAR within Bank guidelines.
• Achieve status of trusted advisor.
• Achieve assigned financial targets including deposit mobilization, asset growth, fee income, and product cross-sell.
• Proactively identify new revenue opportunities within the client portfolio.
• Monitor and manage credit exposures, ensuring quality and timely repayments.
• Ensure high-quality service delivery and resolution of client issues within agreed service-level agreements (SLAs).
• Provide concierge banking support — coordinating account setup, product access, and premium services.

Qualifications

• A bachelor’s degree in finance, business, economics, or related field (an MBA or CFA is an added advantage).
• Minimum 5–7 years of experience in retail, private, or wealth banking, with at least 3 years handling HNI clientele.
• In-depth knowledge of financial markets, investment instruments, and wealth management solutions.
• Up-to-date knowledge of financial markets, economic indicators, and global wealth trends.
• Deep understanding of Kenya’s affluent market, client preferences, and competitive landscape.