Equity Bank is one of the region’s leading banks whose purpose is to transform the lives and livelihoods of the people of Africa socially and economically by availing them modern and inclusive financial services that maximize their opportunities. With a strong footprint in Kenya, Uganda, Tanzania, Rwanda, South Sudan and DRC Congo, Equity Bank is now home to over 12 million customers - the largest customer base in Africa. Currently the Bank is seeking additional talent to serve in the following branches - Village Market Supreme, Lavington Supreme Center and Mombasa Supreme Center.
Job Scope
The role is responsible for deepening relationships with HNI (High Net-Worth Individuals) clients to optimize retention, business development, revenue and profitability.
Job Purpose
Responsible for acquisition of new HNI business & management of allocated portfolio to drive balance sheet and income growth. 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.
Key Responsibilities
Relationship Management and Financial Performance
To be the first point of contact for clients for the allocated 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%.
People
Team spirit and stakeholders’ management Efficient management of resources to deliver timely services to clients professionally. Training and personal development
Internal Processes, Risk and Compliance
Ensure compliance with KYC, AML, legal, regulatory and any other governance requirements in acquisition and management of clients. Comply with all the Group’s and Subsidiary policies and procedures. Satisfactory portfolio audit
Qualifications
Education and Qualifications
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.
Technical Skills
Key Skills and Competencies
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
Organization
Credit
Employment Type
Regular
Job Level
Manager
Job Shift
Day Job
Job Posting
Jun 5, 2026, 2:27:39 PM
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