From the employer's hiring system · Verified employer
Wealth & Investment Relationship Manager (Mombasa)
Stanbic Bank Kenya
Job at a glance
- Employer
- Stanbic Bank Kenya
- Position
- Wealth & Investment Relationship Manager (Mombasa)
- Location
- Mombasa, Kenya
- Possible duty stations
- Mombasa
- Job type
- Full-time
- Experience
- 8-10 years
- Education
- First Degree in Finance/Business/Economics
- Salary
- Not stated in the advert
- Application deadline
- Open until filled (listed until 23 October 2026)
- Posted on VacancyKE
- 5 October 2026
VacancyKE summary
Stanbic Bank Kenya is hiring a Wealth & Investment Relationship Manager in Mombasa. You will manage high-net-worth client portfolios, providing investment advice and achieving revenue targets through retention and new business acquisition.
What stands out about this opportunity
- Based in Mombasa
- Focus on high-net-worth individuals
- Revenue target driven role
Key responsibilities
- Serve as primary contact for high-net-worth clients representing the Wealth & Investment offering.
- Manage client accounts by providing advice and relationship support to ensure optimal service.
- Integrate all Stanbic Bank products and resources to meet client needs.
- Achieve defined revenue targets through retaining existing clients and acquiring new business.
- Develop holistic understanding of clients' financial situations, including assets, liabilities and risk tolerance.
- Provide comprehensive wealth solutions aligned with long-term financial goals and family aspirations.
Who should apply?
Experienced bankers with 8-10 years in wealth or investment management who hold CISI certification and excel in high-net-worth client relations.
Key requirements
- 8-10 years experience
- CISI Certification
- First Degree in Finance/Business
- High-net-worth client management
- Portfolio construction knowledge
What you should know
- The role is based in Mombasa, despite the generic location tag.
- Applications are submitted via the Standard Bank Group SmartRecruiters portal.
How to apply
- Apply online at jobs.smartrecruiters.com/StandardBankGroup using reference 744000153508782.
Official source: From the employer's hiring system · jobs.smartrecruiters.com. VacancyKE never charges job seekers.
Original employer advertisement
Published by Stanbic Bank Kenya on jobs.smartrecruiters.com. Shown for reference; the employer’s version is the official one.
The employer’s advert
Act as primary point of contact for a portfolio of high-net-worth clients, representing the Wealth & Investment offering, building its profile and reputation as a high-quality service offering. Manage a portfolio of high-net-worth client accounts providing advice and relationship support ensuring optimal service, integrating all Stanbic Bank products, services and resources to ensure that their needs are met. Achieve the defined revenue targets through the retention of, and acquisition of new business.
Type of Qualification: First Degree
Field of Study: Business Commerce, Finance, Economics or related field
Professional Certifications: Chartered Institute for Securities and Investment
Experience Required
8-10 years
• 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.
Behavioural Competencies:
• Articulating Information
• Following Procedures
• Interacting with People
• Pursuing Goals
• Seizing Opportunities
• Team Working
Technical Competencies:
• Client Retention
• Client Servicing
• Cross and Up-Selling
• Customer Understanding
• Mind of Customer Experience
• Product Knowledge
Type of Qualification: First Degree
Field of Study: Business Commerce, Finance, Economics or related field
Professional Certifications: Chartered Institute for Securities and Investment
Experience Required
8-10 years
• 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.
Behavioural Competencies:
• Articulating Information
• Following Procedures
• Interacting with People
• Pursuing Goals
• Seizing Opportunities
• Team Working
Technical Competencies:
• Client Retention
• Client Servicing
• Cross and Up-Selling
• Customer Understanding
• Mind of Customer Experience
• Product Knowledge