Wealth management jobs

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 & NTB HNI clients. Build strong business relationships with aim...

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 & NTB HNI clients. Build strong business relationships with aim...

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. Job Scope: The role is responsible for deepening relationships with HNI (High Net-Worth Individuals) clients to optimize retention, business development, revenue and profita...

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 Ken...

Manager Wealth Management Operations at I&M Bank

Tribe Lead Wealth Management and Insurance at Safaricom Kenya

As one of the largest insurers and financial services companies in East Africa, we have decades of experience in helping discerning individuals protect and create their wealth. But that s not all. Summary As a Data Scientist Asset Management in the ICEA LION Data Analytics Team, you will work closely with investment and data professionals across ICEA LION Asset Management to proactively source, d...

Responsibilities Financial Reporting:Responsible for weekly management performance reports.Responsible for monthly, quarterly and annual statutory reporting tCMA and CBK format reporting tGroup.Provide oversight on GL reconciliations by user departments and assist in the closure of reconciliation items.Responsible for quarterly and annual reporting for the Board pack.Responsible for financial sta...

Job Description Responsibilities Financial Reporting: Responsible for weekly management performance reports. Responsible for monthly, quarterly and annual statutory reporting tCMA and CBK format reporting tGroup. Provide oversight on GL reconciliations by user departments and assist in the closure of reconciliation items. Responsible for quarterly and annual reporting for the Board pack. Responsi...

Minimum qualifications:Bachelor's degree or equivalent practical experience.Candidates will typically have 5 years of experience in media analytics, advertising sales, digital media and marketing, consulting, or financial analysis.Experience working with dashboards, SQL, measurement, and attribution in order to build sales and marketing strategies.Ability to communicate in English fluently in ord...

Manager, Relationship Wealth at Standard Bank Group

Google is an American multinational technology company specializing in Internet-related services and products that include online advertising technologies, search, cloud computing, software, and hardware. Requirements Minimum qualifications: Bachelor s degree or equivalent practical experience. Candidates will typically have 5 years of experience in media analytics, advertising sales, digital med...

Madison Group Limited is a locally owned financial services holding company that specializes in Insurance and wealth management services. The Group comprises of Madison Life Assurance Kenya Limited, Madison General Insurance Kenya Limited, and Madison Investment Managers Limited. Madison Life Assurance Kenya was originally incorporated under Kenyan Laws in 1988 as Madison Insurance Company Limite...

At Living Goods we empower people to improve the health of their families, friends and communities. Living Goods supports networks of Avon-like health entrepreneurs who go door to door to teach families how to improve their health and wealth and sell life-changing products such as simple treatments for malaria and diarrhea, safe delivery kits, fortified foods, clean cook stoves, water filters, an...

At Living Goods we empower people to improve the health of their families, friends and communities. Living Goods supports networks of Avon-like health entrepreneurs who go door to door to teach families how to improve their health and wealth and sell life-changing products such as simple treatments for malaria and diarrhea, safe delivery kits, fortified foods, clean cook stoves, water filters, an...

Madison Group Limited is a locally owned financial services holding company that specializes in Insurance and wealth management services. The Group comprises of Madison Life Assurance Kenya Limited, Madison General Insurance Kenya Limited, and Madison Investment Managers Limited. Madison Life Assurance Kenya was originally incorporated under Kenyan Laws in 1988 as Madison Insurance Company Limite...

Legal Associate RoleProvide guidance on wealth preservation, tax optimization, and asset protection strategies.Draft wills, trust deeds, POAs, and other estate planning documents to ensure the orderly transfer of assets upon death.Advise clients on strategies to optimize trust structures taxes and navigate complex probate processes.Assist with the establishment of charitable trusts, family founda...

Dry Associates is the largest issuer of Commercial Paper & Corporate Bonds in East Africa Private Wealth Management includes managing onshore and offshore assets through individualized portfolio structuring Job Brief: Contacting decision makers of high-profile companies/or individuals and setting up meetings. Assessing a client s risk profile and providing strategic advice across a variety of fin...

Job Ref. No: JAML008Role PurposeTo provide Professional Investment Advisory services to our clients within the retail segment. The successful candidate will be responsible for sourcing, retaining, and growing a client base by implementing financial planning solutions in line with the client's needs. The role holder will be required to be up to date with macro-economic trends, market developments ...

Absa Bank Limited (Absa) is a wholly owned subsidiary of Barclays Africa Group Limited. Absa offers personal and business banking, credit cards, corporate and investment banking, wealth and investment management as well as bancassurance. Job Summary To guide customers with their questions and addresses issues regarding products or services at the 24-hour contact centre, which includes but not lim...

Andersen in Kenya is a member of Andersen Global, an international association of member firms with more than 3,500 professionals worldwide, nearly 500 global partners and a presence in over 111 locations through its member firms and collaborating firms. The professionals of Andersen Global all over offices in the world share a common background and a vision. We value open communication, informat...

At Living Goods we empower people to improve the health of their families, friends and communities. Living Goods supports networks of 'Avon-like' health entrepreneurs who go door to door to teach families how to improve their health and wealth and sell life-changing products such as simple treatments for malaria and diarrhea, safe delivery kits, fortified foods, clean cook stoves, water filters, ...

Job Ref. No: JAML008 Role Purpose To provide Professional Investment Advisory services to our clients within the retail segment. The successful candidate will be responsible for sourcing, retaining, and growing a client base by implementing financial planning solutions in line with the client s needs. The role holder will be required to be up to date with macro-economic trends, market development...

At Living Goods we empower people to improve the health of their families, friends and communities. Living Goods supports networks of 'Avon-like health entrepreneurs who go door to door to teach families how to improve their health and wealth and sell life-changing products such as simple treatments for malaria and diarrhea, safe delivery kits, fortified foods, clean cook stoves, water filters, a...