Senior Private Banking Manager
AI summary
KCB Bank Kenya is hiring a Senior Private Banking Manager in Nairobi to grow assets under management and lead high-net-worth client relationships. The role focuses on wealth management advisory, investment solutions, estate planning, and cross-selling integrated financial services. Candidates need a BA/BSc/HND or MBA/MSc/MA and at least 8 years of relevant experience.
- Senior private banking role at KCB Bank Kenya
- Based in Nairobi, full-time position
- Requires 8 years of experience and a degree or MBA/MSc
- Focus on HNW/UHNW client acquisition and retention
- Wealth management, investment advisory, and estate planning
AI job guide
Use this guide to check salary signals, requirements, documents, application steps and safety before you apply.
AI salary guide
Not enough public dataNot enough public salary data is available for this exact role. Before applying, prepare to ask about gross pay, benefits, contract length, probation period, transport and any allowances.
Can you qualify for this role?
- Required8+ years of relevant experienceThe job post includes a minimum experience signal.
- RequiredEducation or certification mentioned in the postThe captured text mentions education, a diploma, certificate, or licence.
- PreferredPractical evidence in sales, call_center, internshipThe tags and summary point to skills connected with this role.
- RequiredAvailability to work in Not specifiedThe vacancy is associated with this location.
- UnclearComfort with the Full Time contract termsConfirm hours, duration, probation and benefits at the original source.
Documents to prepare
- Likely requiredUpdated CV
- Role specificCover letter or short employer message
- OptionalProfessional references
- Role specificAcademic or professional certificates
- VerifyID or passport only after verifying the employer
Application tips for this job
- Place your strongest Senior Private Banking Manager evidence in the first half of your CV.
- In your cover letter or employer message, connect your experience to Kenya Commercial Bank Limited and the role in Not specified.
- Add concrete examples related to sales, call_center, internship, ideally with measurable outcomes or clear responsibilities.
- Follow the instructions from MyJobMag Kenya; avoid sending documents to unofficial contacts or copied links.
- Confirm the deadline, interview location and employer contact before sharing personal documents.
- Prepare a polite question about pay, benefits and contract terms for later interview stages.
Source and safety check
- MyJobMag Kenya
- Original source link available
- Application method is clear
- Deadline not specified
- No major risk signal was detected in the captured text.
Never pay for interviews, shortlisting, medical checks, uniforms, or job placement. Confirm every application at the original source before sharing personal documents. Report suspicious listing.
Interview preparation
- What experience makes you a strong fit for this Senior Private Banking Manager role in sales, call_center?
- How have you handled responsibilities similar to those in this job post?
- Are you available to work in Not specified under the listed contract or schedule?
- Prepare examples with clear responsibilities, tools used and measurable outcomes.
- Review the source and research Kenya Commercial Bank Limited before the interview.
Ask what the first priorities will be in the role and how success will be measured.
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Original source description
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Kenya Commercial Bank Limited is registered as a non-operating holding company which started operations as a licensed banking institution with effect from January 1, 2016. The holding company oversees KCB Kenya - incorporated with effect from January 1, 2016 - and all KCB's regional units in Uganda, Tanzania, Rwanda, Burundi, Ethiopia and South Sudan. It als...
Senior Private Banking Manager
Job Type
Full Time
Qualification
BA/BSc/HND
,
MBA/MSc/MA
Experience
- 8 years
- Location
- Nairobi
- Job Field
- Banking
- KEY
- and Service Delivery: Track customer journeys, resolve service issues, ensure timely fulfillment of requests, and enhance client satisfaction, engagement, and retention.
- Analyse Client Insights and Recommend Solutions: Review customer behaviour, transactional trends, and market developments to identify opportunities and recommend appropriate financial products and services.
- Coordinate Stakeholders and Ensure Compliance: Work closely with internal teams (Operations, Risk, Marketing, IT, and Product teams) and external partners to deliver client solutions while ensuring adherence to regulatory, compliance, and service standard
- Academic & Professional Qualifications
- Particulars Detail Need Type[1]
- Total Minimum No of Years
- Required 8
- Detail Minimum No of Years Need Type[1]
- Management level in Banking 5 RQ
- Private Banking or Wealth Management 4 RQ
- Product Development and Management 4 RQ
- Banking Sales and Customer Service 3 RQ
- Project Management 2 AA
- Check how your CV aligns with this job
- Method of Application
- Interested and qualified? Go to
- KCB Bank Kenya on eoin.fa.em3.oraclecloud.com
- to apply
- Build your CV for free.
- Download in different templates.
Responsibilities
Grow Assets Under Management (AUM), liabilities, investments, revenue, and overall portfolio profitability in line with agreed targets.
Drive acquisition and retention of High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients while increasing share of wallet within the portfolio.
Develop and implement holistic wealth management and lifestyle solutions tailored to clients' personal, family, business, and lifestyle objectives, providing advisory support across investments, estate planning, luxury assets, exclusive experiences, and other bespoke Private Banking needs.
Provide investment advisory services across local and international opportunities to support wealth creation and preservation.
Advise clients on succession planning, estate planning, wealth structuring, and other long-term wealth preservation strategies.
Serve as the primary trusted advisor by maintaining a deep understanding of clients' evolving financial needs and conducting regular portfolio reviews.
Deliver proactive, insights-driven recommendations that respond to changing market conditions and client circumstances.
Coordinate specialist expertise across investment, insurance, tax, and other advisory services to provide integrated wealth solutions.
Generate new business opportunities through strategic networking, referral partnerships, and collaboration with Corporate and Commercial Banking teams.
Ensure exceptional client service by coordinating end-to-end execution, advocating for clients' needs, and maintaining premium service standards
DAILY
Manage and Grow High-Net-Worth Client Relationships: Conduct regular client visits, handle enquiries, understand client needs, and provide tailored banking, investment, and wealth management solutions.
Drive Private Banking Sales and Portfolio Growth: Identify opportunities to acquire new clients, deepen existing relationships, cross-sell relevant products, and grow assets under management and revenue.
Monitor Client
Education
- Bachelor's Degree in Business, Finance, Economics or related field RQ
- Professional Qualifications;
- CISI, CFA, CFP, Investment Advisory Certification or equivalent AA
- Master’s Degree AA