Relationship Manager (Asset Management) Job in Nairobi

Job Title: Relationship Manager

Client: Financial Services & Asset Management Company

Location: Nairobi

Salary: Competitive

Our client is an investment holding company, with footprints across Africa.

They seek to recruit a dynamic and visionary Relationship Manager with extensive experience in Fund Management / Investment Banking.

The successful candidate will be responsible for acquiring, developing and maintaining customer relationships of high-net-worth customers through providing quality and professional service directed to their personal financial and investment needs.

Key Responsibilities

  • To manage the development of prudently priced assets, cost-effective long-term liability with companies and organizations for maximum profitability.
  • To develop a target pipeline and aggressively market for new profitable status customers from the identified target sectors.
  • Manage key customer relationships through regular contacts and visits to existing and prospect customers.
  • Strive to provide quality services and competitive pricing to clients.
  • Cultivate good rapport with corporate clients and ensure, the company becomes the choice for their Investment and banking.
  • Continuously identify and exploit cross selling opportunities.
  • Ensure compliance to Know Your Customer (KYC) and Anti Money laundering (AML) requirements in all dealings with existing and potential customers.
  • Mentoring junior members of the team.

Risk Management & Operational Control

  • Maintain a high standard of operational control including adherence to Risk Management and Compliance guidelines.
  • Keeping updated with the company’s guidelines for its internal policies and procedures to mitigate financial loss and fraud.
  • Gathering information that is needed to prepare and assess credit applications in order to manage customer expectations.
  • Identifying areas of improvement with internal processes in place.
  • Report to Management/ Board the status of Business leads, customer complaints, pending issues in respect of the clients.


  • University graduate in business, economics or related discipline preferred
  • Good people management skills
  • Strong credit analysis, documentation and relationship management skills
  • Ability to assess customer needs and develop products that suits their needs
  • An in-depth understanding and knowledge of Financial Services and Asset Management
  • Proven sales experience in a client relationship role within the financial space.
  • Time management skills

How to Apply

Qualified & Interested candidates should send their application along with detailed CV indicating their daytime contact details to on or before Friday 14th May 2021.

The subject of the email should be Relationship Manager – Asset Management.

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