The Relationship Manager is responsible for driving sustainable business growth by acquiring new clients, growing Assets Under Management (AUM), strengthening client relationships, and delivering exceptional customer experience. The role focuses on developing and managing strategic relationships with individual, corporate, institutional and intermediary clients while identifying opportunities to deepen existing relationships, retain clients, and promote the organization's investment solutions. The Relationship Manager serves as a trusted advisor to clients by understanding their financial goals, recommending suitable investment products, coordinating internal service delivery, and ensuring timely resolution of client concerns while supporting the company's strategic growth objectives.
Key Responsibilities
Drive sustainable business growth by acquiring new clients and growing Assets Under Management (AUM).
Develop and manage strategic relationships with individual, corporate, institutional, and intermediary clients.
Identify opportunities to deepen existing relationships, retain clients, and promote the organization's investment solutions.
Serve as a trusted advisor to clients by understanding their financial goals and recommending suitable investment products.
Coordinate internal service delivery and ensure timely resolution of client concerns.
Support the company's strategic growth objectives.
Academic Background & Relevant Qualifications
Bachelor's Degree in Finance, Economics, Business Administration, or a related field.
Professional certifications such as Chartered Financial Analyst (CFA) or Chartered Institute of Securities & Investments (CISI) qualification would be an added advantage.
Minimum of 5-7 years of experience in financial services, sales coordination, or relationship management.
Have existing relationships that meet the profile of Jubilee client.
Prior experience working with Banks or distribution networks is an added advantage.
How to Apply
If you are qualified and seeking an exciting new challenge, please apply via Recruitment@jubileekenya.com quoting the Job Reference Number JAML 085 and Position in the subject line by Monday, 27th July 2026.
