Background information about the job or company (e.g., role context, company overview)

Equity Bank Limited (The "Bank”) is incorporated, registered under the Kenyan Companies Act Cap 486 and domiciled in Kenya. The address of the Bank’s registered office is 9th Floor, Equity Centre, P.O. Box 75104 - 00200 Nairobi. The Bank is licensed under the Kenya Banking Act (Chapter 488), and continues to offer retail banking, microfinance and relat...

Responsibilities or duties

The role is responsible for deepening relationships with HNI (High Net-Worth Individuals) clients to optimize retention, business development, revenue and profitability within the region.

Responsible for acquisition of new HNI business & management of allocated portfolio to drive balance sheet and income growth within the region.

To onboard existing & HNI clients. Build strong business relationships with aim of driving sales, service excellence and high level of client satisfaction that is mutually benefiting.

Work with EIB, ELAK and treasury to provide wealth management and preservation solutions to clients.

Work closely with cluster branches and teams within the region to grow HNI.

Key Accountabilities :

Relationship Management and Financial Performance

To be the first point of contact for clients for the allocated regional portfolio

Proactively onboard and engage existing clients on the Group’s offering, educate on new changes in the bank/industry and share advisory communication.

Deliver deposit, loans, investment, insurance and revenue targets.

Leverage the ecosystem opportunities across all business segments to target quality business and grow value.

Customer Excellence

Digitize and cross sell to increase product holding to a minimum of 4 (Save, Invest, Borrow & Insure)

100% CRM utilization on service, sales pipeline and client contact program.

Ensure correct carding of clients in the portfolio with minimum utilization of 75%.

Achieve best bank in HNI Banking in the country measured by wallet size growth, customer satisfaction score and NPS rating.

Migrate transactions to digital channels – minimum of 60%.

Qualifications or requirements (e.g., education, skills)

Education and Qualification

Bachelor’s degree in Business, Finance, Economics, Banking, or a related field.

Professional qualifications such as CFA, CPA, ACCA, CIB, or CISI.

Certification in Wealth Management, Investment Advisory, or Relationship Management.

Experience needed

Minimum 5–7 years’ experience in Relationship Management, Private Banking, Wealth Management, or Corporate Banking.

Proven experience managing HNI or affluent client portfolios.

Strong track record in sales, portfolio growth, and client retention within the financial services industry.

Key Skills and Competencies

Technical Skills

Relationship and portfolio management

Credit analysis and financial statement interpretation

Wealth management and investment advisory

Sales, negotiation, and revenue generation

CRM and digital banking platforms

Leadership & Behavioral Competencies

Customer-centric mindset

Strong communication and influencing skills

Commercial acumen and results orientation

Integrity and ethical judgment

Collaboration and teamwork

• Deepening relationships with HNI (High Net-Worth Individuals) clients to optimize retention, business development, revenue and profitability within the region.
• Acquisition of new HNI business & management of allocated portfolio to drive balance sheet and income growth within the region.
• Onboarding existing & HNI clients.
• Building strong business relationships with the aim of driving sales, service excellence and a high level of client satisfaction that is mutually benefiting.
• Working with EIB, ELAK and treasury to provide wealth management and preservation solutions to clients.
• Working closely with cluster branches and teams within the region to grow HNI.
• Being the first point of contact for clients for the allocated regional portfolio.
• Proactively onboarding and engaging existing clients on the Group’s offering, educating on new changes in the bank/industry and sharing advisory communication.
• Delivering deposit, loans, investment, insurance and revenue targets.
• Leveraging the ecosystem opportunities across all business segments to target quality business and grow value.
• Digitizing and cross-selling to increase product holding to a minimum of 4 (Save, Invest, Borrow & Insure).
• 100% CRM utilization on service, sales pipeline and client contact program.
• Ensuring correct carding of clients in the portfolio with minimum utilization of 75%.
• Achieving best bank in HNI Banking in the country measured by wallet size growth, customer satisfaction score and NPS rating.
• Migrating transactions to digital channels – minimum of 60%.

• Relationship and portfolio management
• Credit analysis and financial statement interpretation
• Wealth management and investment advisory
• Sales, negotiation, and revenue generation
• CRM and digital banking platforms
• Customer-centric mindset
• Strong communication and influencing skills
• Commercial acumen and results orientation
• Integrity and ethical judgment
• Collaboration and teamwork

• Bachelor’s degree in Business, Finance, Economics, Banking, or a related field.
• Professional qualifications such as CFA, CPA, ACCA, CIB, or CISI.
• Certification in Wealth Management, Investment Advisory, or Relationship Management.
• Minimum 5–7 years’ experience in Relationship Management, Private Banking, Wealth Management, or Corporate Banking.
• Proven experience managing HNI or affluent client portfolios.
• Strong track record in sales, portfolio growth, and client retention within the financial services industry.