**

•    Minimum of 7–10 years of experience in wealth management, private banking, or financial advisory roles, ideally with regional or international exposure.

•    Demonstrable success in originating and managing relationships with HNWIs and UHNWIs.

Academic qualifications and certifications:****

•    Bachelor’s degree in finance, Economics, Business Administration, or related fields. A Master’s degree, MBA, or professional certifications (CFA, CIFA, CISI) preferred.

Key Technical Skills & Leadership Competencies:**

•    Client Advisory Excellence : Proven ability to deliver personalized solutions that reflect a deep understanding of client needs.

•    Market and Product Expertise : Extensive knowledge of global and regional financial markets and wealth management products.

•    Collaboration and Leadership : Strong interpersonal skills to work effectively with Universal RMs and other internal stakeholders.

•    Business Acumen : Track record of growing AUM and generating revenue through strategic business development.

•    Training and Mentorship : Ability to enhance the skills and capabilities of Universal RMs through effective training and support.

•    Professional Integrity: Commitment to maintaining the highest standards of discretion, compliance, and ethical conduct

   ** Business Development and Origination** - Develop and execute strategies to originate new wealth management clients independently.**

•    Client Advisory and Relationship Management - Provide comprehensive advisory services, including portfolio management, tax optimization, succession planning, and philanthropic structuring.

•    Supporting Universal RMs Across the Branch Network** - Partner with Universal RMs to identify and develop wealth management opportunities within their client base**

•    Capacity Building and Training** - Enhance the technical capabilities of Universal RMs by delivering structured learning programs on private wealth solutions and global best practices.**

•    Product and Market Expertise** - Collaborate with product teams to ensure offerings are competitive, innovative, and tailored to the unique needs of clients in Sub-Saharan Africa.**

•    Compliance and Execution** - Ensure all client engagements and transactions adhere to EIB’s compliance standards and regulatory requirements.