Business Development Manager - Private Wealth
2025-05-08T13:18:37+00:00
Old Mutual Kenya
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https://www.greatkenyanjobs.com/jobs
FULL_TIME
Nairobi
kenya
00100
Kenya
Finance
Management
2025-05-15T17:00:00+00:00
Kenya
8
The incumbent will be responsible for identifying, developing and sourcing new High Net Worth and Ultra High Net Worth relationships through personal and client referrals, Old Mutual ecosystem and foster greater collaboration within the group to ensure business goals are met and will be responsible for achieving results through efforts of others and their self over periods of up to 1 year.
KEY TASKS AND RESPONSIBILITIES
- Responsible for the identification and qualification of opportunities to maximise revenue.
- Participate in Private Wealth Management Value Proposition and product designs.
- Compiles customer value proposition as well as business entry into identified opportunities.
- Ensures integration of new business opportunities with existing initiatives within the business.
- Identify investment needs of targeted clients and offer them the appropriate investment solutions and products that meet their various needs.
- Manage and grow existing client relationships and portfolio through regular meetings, updates, reviews, query, and complaints resolution with each client the portfolio.
- Champion, influence and facilitate the business partners to refer and cross-offer business opportunities for Old Mutual Investment Group growth.
- Act as the key contact point and coordinator for all client advice as well as the interface between the client and the Old Mutual Investment Group.
- Ensure conformity with global and market standards of client services, regulatory compliance, KYC, product delivery and operating processes and ensure the portfolio meets the required risk management standards.
- Undertake query resolution related to client portfolio and act as the escalation point for serious issues related to client complaints.
- Provide accurate and timely preparation of file notes, client letters and other client documentation for all client meetings and follow up as required.
- Act as focal point for clients dealing with day-to-day administration across the range of services and products
- Individually accountable for self and other's time, tasks and output quality
- Maintain an awareness of new trends and developments in marketing and company products by provision of ongoing group and individual training for staff regarding presentation skills, product knowledge and best practices and procedures.
- Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
- Maintain timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
- Generate innovative ideas to increase web traffic; stay abreast of relevant and ground-breaking technologies.
- Collaborate with internal client service and sales teams to use digital platform.
- Work closely with digital experience teams to optimize the tech platform.
SKILLS AND COMPETENCIES
- Ability to deliver results when objectives are set
- Excellent relationship management skills
- High level of initiative and self-motivation
- Strong working knowledge of MS Office suite of programs
- Task and time management proficiency
- Ability to work independently while demonstrating excellent team working skills
- Good communications skills
- Resilience to cope with pressure of working in a fast paced, dynamic and rapidly changing customer expectations environment
KNOWLEDGE & EXPERIENCE
- Technical Knowledge
- 5 years’ experience in the financial services Preferably Banking or Asset Management
- At least 2 years Experience Managing a Portfolio of High Net worth Clients
QUALIFICATIONS
- Relevant degree in Business related field
- Experience in Fund Management will be an added advantage.
- CISI Certification will be an added advantage.
Responsible for the identification and qualification of opportunities to maximise revenue. Participate in Private Wealth Management Value Proposition and product designs. Compiles customer value proposition as well as business entry into identified opportunities. Ensures integration of new business opportunities with existing initiatives within the business. Identify investment needs of targeted clients and offer them the appropriate investment solutions and products that meet their various needs. Manage and grow existing client relationships and portfolio through regular meetings, updates, reviews, query, and complaints resolution with each client the portfolio. Champion, influence and facilitate the business partners to refer and cross-offer business opportunities for Old Mutual Investment Group growth. Act as the key contact point and coordinator for all client advice as well as the interface between the client and the Old Mutual Investment Group. Ensure conformity with global and market standards of client services, regulatory compliance, KYC, product delivery and operating processes and ensure the portfolio meets the required risk management standards. Undertake query resolution related to client portfolio and act as the escalation point for serious issues related to client complaints. Provide accurate and timely preparation of file notes, client letters and other client documentation for all client meetings and follow up as required. Act as focal point for clients dealing with day-to-day administration across the range of services and products Individually accountable for self and other's time, tasks and output quality Maintain an awareness of new trends and developments in marketing and company products by provision of ongoing group and individual training for staff regarding presentation skills, product knowledge and best practices and procedures. Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management. Maintain timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Generate innovative ideas to increase web traffic; stay abreast of relevant and ground-breaking technologies. Collaborate with internal client service and sales teams to use digital platform. Work closely with digital experience teams to optimize the tech platform.
Ability to deliver results when objectives are set Excellent relationship management skills High level of initiative and self-motivation Strong working knowledge of MS Office suite of programs Task and time management proficiency Ability to work independently while demonstrating excellent team working skills Good communications skills Resilience to cope with pressure of working in a fast paced, dynamic and rapidly changing customer expectations environment
Technical Knowledge 5 years’ experience in the financial services Preferably Banking or Asset Management At least 2 years Experience Managing a Portfolio of High Net worth Clients QUALIFICATIONS Relevant degree in Business related field Experience in Fund Management will be an added advantage. CISI Certification will be an added advantage.
JOB-681caf2de3f13
Vacancy title:
Business Development Manager - Private Wealth
[Type: FULL_TIME, Industry: Finance, Category: Management]
Jobs at:
Old Mutual Kenya
Deadline of this Job:
Thursday, May 15 2025
Duty Station:
Nairobi | kenya | Kenya
Summary
Date Posted: Thursday, May 8 2025, Base Salary: Not Disclosed
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JOB DETAILS:
The incumbent will be responsible for identifying, developing and sourcing new High Net Worth and Ultra High Net Worth relationships through personal and client referrals, Old Mutual ecosystem and foster greater collaboration within the group to ensure business goals are met and will be responsible for achieving results through efforts of others and their self over periods of up to 1 year.
KEY TASKS AND RESPONSIBILITIES
- Responsible for the identification and qualification of opportunities to maximise revenue.
- Participate in Private Wealth Management Value Proposition and product designs.
- Compiles customer value proposition as well as business entry into identified opportunities.
- Ensures integration of new business opportunities with existing initiatives within the business.
- Identify investment needs of targeted clients and offer them the appropriate investment solutions and products that meet their various needs.
- Manage and grow existing client relationships and portfolio through regular meetings, updates, reviews, query, and complaints resolution with each client the portfolio.
- Champion, influence and facilitate the business partners to refer and cross-offer business opportunities for Old Mutual Investment Group growth.
- Act as the key contact point and coordinator for all client advice as well as the interface between the client and the Old Mutual Investment Group.
- Ensure conformity with global and market standards of client services, regulatory compliance, KYC, product delivery and operating processes and ensure the portfolio meets the required risk management standards.
- Undertake query resolution related to client portfolio and act as the escalation point for serious issues related to client complaints.
- Provide accurate and timely preparation of file notes, client letters and other client documentation for all client meetings and follow up as required.
- Act as focal point for clients dealing with day-to-day administration across the range of services and products
- Individually accountable for self and other's time, tasks and output quality
- Maintain an awareness of new trends and developments in marketing and company products by provision of ongoing group and individual training for staff regarding presentation skills, product knowledge and best practices and procedures.
- Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
- Maintain timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
- Generate innovative ideas to increase web traffic; stay abreast of relevant and ground-breaking technologies.
- Collaborate with internal client service and sales teams to use digital platform.
- Work closely with digital experience teams to optimize the tech platform.
SKILLS AND COMPETENCIES
- Ability to deliver results when objectives are set
- Excellent relationship management skills
- High level of initiative and self-motivation
- Strong working knowledge of MS Office suite of programs
- Task and time management proficiency
- Ability to work independently while demonstrating excellent team working skills
- Good communications skills
- Resilience to cope with pressure of working in a fast paced, dynamic and rapidly changing customer expectations environment
KNOWLEDGE & EXPERIENCE
- Technical Knowledge
- 5 years’ experience in the financial services Preferably Banking or Asset Management
- At least 2 years Experience Managing a Portfolio of High Net worth Clients
QUALIFICATIONS
- Relevant degree in Business related field
- Experience in Fund Management will be an added advantage.
- CISI Certification will be an added advantage.
Work Hours: 8
Experience in Months: 60
Level of Education: bachelor degree
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