Relationship Manager – HNWI Job Jubilee Insurance

AI summary

Jubilee Insurance is hiring a Relationship Manager for high-net-worth individuals. The role involves acquiring new clients, growing assets under management, and delivering exceptional customer service. Based in Nairobi, full-time management position.

• Focus on high-net-worth client management and wealth advisory.
• Responsible for driving business growth and expanding AUM.
• Full-time management role based in Nairobi.

Description

Home » Jobs In Kenya » Finance Jobs In Kenya » Relationship Manager – HNWI Job Jubilee Insurance Job Title: Relationship Manager – HNWI Date Posted: 20/07/2026 Job Type: Full Time Job Level: Management Employer: Jubilee Insurance Industry: Finance Salary: Open Location: Nairobi Country: Kenya Deadline: 27/07/2026 Summary: Finance Jobs, Jubilee Insurance Jobs. Looking for a banking & finance job in Kenya? Jubilee Insurance is hiring a Relationship Manager – HNWI skilled in high-net-worth client management, wealth advisory, and portfolio growth. Job Ref. No: JAML 085 We currently have an exciting career opportunity for Relationship Manager – HNWI within Jubilee Asset Management Limited. The role holder will report to the General Manager -Business Development and will be based at our Head Office in Nairobi. Role Purpose: The Relationship Manager is responsible for driving sustainable business growth by acquiring new clients, growing Assets Under Management (AUM), strengthening client relationships, and delivering exceptional customer experience. The role focuses on developing and managing strategic relationships with individual, corporate, institutional and intermediary clients while identifying opportunities to deepen existing relationships, retain clients, and promote the organization’s investment solutions. The Relationship Manager serves as a trusted advisor to clients by understanding their financial goals, recommending suitable investment products, coordinating internal service delivery, and ensuring timely resolution of client concerns while supporting the company’s strategic growth objectives. Main Responsibilities: Strategy: Business & Asset Growth Develop and execute client acquisition and retention strategies aligned with the organization’s growth objectives. Grow Assets Under Management (AUM) through JAML strategic partners and expansion of existing client portfolios. Identify new market opportunities within strategic partnerships. Develop annual business development and portfolio growth plans. Promote the company’s investment solutions to high-net-worth individuals, corporates, institutions, and intermediaries within the partnership segment. Contribute to revenue growth through cross-selling and upselling investment products. Support the development of strategic partnerships that expand market reach and increase business opportunities through thorough market research. Client Acquisition Identify, prospect, and onboard new clients through networking, referrals, partnerships, and business development initiatives. Develop and maintain a healthy sales pipeline to consistently achieve acquisition targets. Represent the company at industry forums, networking events, and client engagement activities. Build relationships with key market stakeholders to enhance brand visibility. Strategic Partnerships Establish and nurture relationships with JAML strategic partners. Identify partnership opportunities that increase distribution channels and client acquisition. Collaborate with internal stakeholders to design value propositions for strategic partners. Operational Act as the primary liaison between Partnership and internal departments to ensure seamless service delivery. Coordinate onboarding, induction, and integration of new clients within the partnership segment into JAML systems and culture. Oversee timely resolution of client queries to enhance customer experience and satisfaction. Prepare and submit periodic performance and progress reports highlighting key activities, metrics, and outcomes. Support the achievement of new business targets and maintain Assets Under Management (AUM) levels in line with budget expectations. Client Relationship Management: Establish strong and enduring relationships with high-net-worth clients and understand their financial goals, risk tolerance, and preferences. Regularly communicate with clients to provide updates on portfolio performance, market conditions, and investment strategies. Collaborate with the client service team to address client inquiries, concerns, and requests promptly and effectively. Organize client events, seminars, and forums to enhance engagement and strengthen relationships. Risk Management, Compliance and Corporate Governance Identify, assess, and escalate client, operational, regulatory, and reputational risks associated with relationship management activities. Ensure client onboarding and transactions comply with Know Your Customer (KYC), Anti-Money Laundering (AML), Counter-Terrorism Financing (CTF), and sanctions screening requirements. Monitor client activities for unusual or suspicious transactions and escalate concerns in accordance with company policy. Promote a strong risk management culture by adhering to the organization’s risk appetite and internal controls. Safeguard confidential client information and ensure compliance with applicable data protection requirements. Support business continuity initiatives by maintaining effective client