From the employer's careers page · Verified employer
Relationship Manager – HNI
Gulf African Bank
Job at a glance
- Employer
- Gulf African Bank
- Position
- Relationship Manager – HNI
- Location
- Head Office, Kenya
- Possible duty stations
- Head Office
- Experience
- 5–7 years total; 3+ years with HNI
- Education
- Bachelor's degree in Finance/Business/Economics
- Salary
- Not stated in the advert
- Application deadline
- 21 October 2026
- Posted on VacancyKE
- 14 October 2026
VacancyKE summary
Gulf African Bank is hiring a Relationship Manager – HNI at its Head Office in Kenya. You will manage High Net-Worth Individual relationships by providing personalised wealth management advice and driving segment revenue.
What stands out about this opportunity
- Role focuses exclusively on High Net-Worth Individuals (HNI)
- Includes designing products and tactical business plans
- Requires strict compliance with CBK and AML regulations
Key responsibilities
- Design and execute growth strategies to drive segment revenue and attract new HNI clients.
- Acquire new clients through referrals, targeted marketing, and strategic prospecting.
- Build long-term relationships with individuals, family offices, and foundations as a trusted advisor.
- Conduct regular portfolio reviews to assess risk appetite and achieve minimum client visit targets.
- Achieve financial targets for deposits, asset growth, fee income, and product cross-selling.
- Monitor credit exposures and ensure timely repayments within bank guidelines.
- Provide concierge banking support and resolve client issues within agreed service-level agreements.
- Ensure strict adherence to KYC, AML, and CBK regulatory requirements.
Who should apply?
An experienced banker with a strong track record in private or wealth banking, particularly suited to those who understand the Kenyan affluent market and hold relevant financial qualifications.
Key requirements
- Bachelor's degree in Finance or related field
- 5–7 years in retail/private/wealth banking
- 3+ years handling HNI clientele
- Knowledge of financial markets and investments
- Understanding of Kenya's affluent market
Nice to have
- MBA or CFA qualification.
What you should know
- The role reports to the Head of Retail within the Retail Department.
- Business targets are agreed annually with the Head of Retail via performance contract.
- Applications must be submitted through the online form on the Gulf African Bank careers page.
How to apply
Official source: From the employer's careers page · gulfafricanbank.com. VacancyKE never charges job seekers.
Original employer advertisement
Published by Gulf African Bank on gulfafricanbank.com. Shown for reference; the employer’s version is the official one.
The employer’s advert
Department : Retail
Reports to : Head of Retail
Location : Head Office
Job Purpose :
To onboard, manage, grow, and deepen relationships with High Net-Worth Individuals by providing personalized financial advice, investment solutions, and superior banking services.
The role entails delivering holistic wealth management services to affluent clients, achieving financial targets, and enhancing the Bank’s position as the preferred financial partner for HNI clients.
Key Responsibilities:
Strategy and Business Development
• 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
Client Acquisition & Relationship Management
• 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
Portfolio Growth & Revenue Generation
• 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.
Client Experience & Retention
• 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.
• Maintain high levels of client satisfaction through personalized communication, financial updates, and exclusive engagements.
Risk, Compliance & Documentation
• Ensure adherence to KYC, AML, and other regulatory requirements as per CBK and internal bank policies.
• Keep proper documentation of client transactions and financial advice for audit and compliance review.
• Monitor client accounts to identify red flags or unusual activities that may pose reputational or regulatory risks.
• Ensure compliance with all applicable laws and regulations, as well as with the Bank’s internal policies and procedures while executing assigned duties and responsibilities.
Business Targets
Primarily responsible for acquiring, servicing and managing HNI client relationships through one on one engagement, identifying client needs and providing them with the appropriate bank products, services and solutions with the ultimate goal to:
• Driving revenue and volume growth of portfolio assigned
• New to Bank client acquisition
• Deepening of existing client relationships
• Cross sell of products/ solutions thereby increasing their share of wallet in the Bank
• Retention of existing customers
• Increase of customer satisfaction levels
• Delighting clients through providing excellent service which leads to increased loyalty
Business targets will be agreed with the Head of Retail and signed off in the annual performance contract. The targets will be based on:
• Growth in HNI customer base and portfolio value
• Achievement of asset, liability, and income targets
• Customer satisfaction (measured via NPS or feedback scores)
• Cross-sell ratio across retail products
Knowledge and Experience Required for this Role
• 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
How to apply
If you qualify for the position above, kindly fill in and submit the form below
" * " indicates required fields
Reports to : Head of Retail
Location : Head Office
Job Purpose :
To onboard, manage, grow, and deepen relationships with High Net-Worth Individuals by providing personalized financial advice, investment solutions, and superior banking services.
The role entails delivering holistic wealth management services to affluent clients, achieving financial targets, and enhancing the Bank’s position as the preferred financial partner for HNI clients.
Key Responsibilities:
Strategy and Business Development
• 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
Client Acquisition & Relationship Management
• 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
Portfolio Growth & Revenue Generation
• 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.
Client Experience & Retention
• 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.
• Maintain high levels of client satisfaction through personalized communication, financial updates, and exclusive engagements.
Risk, Compliance & Documentation
• Ensure adherence to KYC, AML, and other regulatory requirements as per CBK and internal bank policies.
• Keep proper documentation of client transactions and financial advice for audit and compliance review.
• Monitor client accounts to identify red flags or unusual activities that may pose reputational or regulatory risks.
• Ensure compliance with all applicable laws and regulations, as well as with the Bank’s internal policies and procedures while executing assigned duties and responsibilities.
Business Targets
Primarily responsible for acquiring, servicing and managing HNI client relationships through one on one engagement, identifying client needs and providing them with the appropriate bank products, services and solutions with the ultimate goal to:
• Driving revenue and volume growth of portfolio assigned
• New to Bank client acquisition
• Deepening of existing client relationships
• Cross sell of products/ solutions thereby increasing their share of wallet in the Bank
• Retention of existing customers
• Increase of customer satisfaction levels
• Delighting clients through providing excellent service which leads to increased loyalty
Business targets will be agreed with the Head of Retail and signed off in the annual performance contract. The targets will be based on:
• Growth in HNI customer base and portfolio value
• Achievement of asset, liability, and income targets
• Customer satisfaction (measured via NPS or feedback scores)
• Cross-sell ratio across retail products
Knowledge and Experience Required for this Role
• 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
How to apply
If you qualify for the position above, kindly fill in and submit the form below
" * " indicates required fields