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 related services. The Bank has subsidiaries in Kenya, Uganda, South Sudan, Rwanda and Tanzania. Its shares are listed on the Nairobi Securities Exchange and Uganda Securities Exchange. Equity Bank was founded as Equity Building Society (EBS) in October 1984 and was originally a provider of mortgage financing for the majority of customers who fell into the low income population. The society’s logo, a modest house with a brown roof, resonates with its target market and their determination to make small but steady gains toward a better life, seeking security and advancement of their dreams. The vast majority of Africans have historically been excluded from access to financial resources. Having been declared technically insolvent in 1993, Equity’s transformation into a rapidly growing microfinance and then a commercial bank is widely considered to be an inspirational success story. Currently, Equity Bank has more than 9 million customers making it the largest bank in terms of customer base in Africa and having nearly half of bank accounts in Kenya. The company’s vision is "to be the champion of the socio-economic prosperity of the people of Africa”. Equity Bank retains a passionate commitment to empowering its clients to transform their lives and livelihoods. Through a business model that is anchored in access, convenience and flexibility, the Bank has evolved to become an all-inclusive financial services provider with a growing pan-African footprint. Equity Bank’s business model and its visionary leadership has continued to earn local, regional and global accolades and recognition. The model is also studied in some of the leading business schools in the world, as other developing countries in Africa and Asia seek to learn from Equity’s low margin, high-volume model. Equity Bank in 2010 established the Equity Group Foundation. This innovation and creative vehicle has fully transformed the concept of philanthropy and corporate social responsibility. While Equity Group Foundation champions the socio-economic transformation of the people of Africa and seeks partnerships along six cluster thematic areas, Equity Bank provides the infrastructure of delivery, hence reducing the operational costs for the Foundation and increasing the rate of return on any social investment. The six social thematic areas of focus are: education and leadership development; financial literacy and access; entrepreneurship; agriculture; health; innovations and environment. Make an enquiry todayJob 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. 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