ST
Head, Private Banking & Wealth- Personal & Private Banking
CDI8 days ago
Job Description
Kenya
CDI
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Private Wealth-Growth Lead
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, information sharing and inclusive decision making.
Job Type: Full Time
Qualification: BA/BSc/HND, Professional Certificate
Job Field: Finance / Accounting / Audit
Job Responsibilities:
Execute the Private Wealth growth strategy for Kenya and the wider East African market.
Establish a scalable business development model that can support the long-term growth of the Private Wealth practice.
Identify and develop new markets, client segments, referral channels, partnerships and business opportunities.
Originate and develop relationships with entrepreneurs, founders, high-net-worth individuals, family businesses and affluent families.
Develop a strong pipeline of Private Wealth opportunities and take ownership of the business development process from prospecting through to conversion.
Lead client conversations to understand their personal, family, business, investment, succession and cross-border needs.
Work closely with Andersen's Tax, Legal, Immigration and Advisory teams to develop integrated solutions for private clients and families.
Convert client needs into commercially viable mandates and drive revenue growth.
Preferred Qualifications:
Bachelor's degree in Finance, Business, Economics, Law, Accounting, Investment Management or a related field.
Solid demonstrable professional experience in private wealth, wealth management, private banking, family office, investment advisory, tax, legal or professional services.
Membership in a relevant professional body and in good standing.
Strong commercial acumen and demonstrated business development capability.
Strong understanding of the financial, business and wealth-planning needs of private clients.
Proven ability to develop relationships and convert opportunities into revenue.
Required Skills:
Excellent communication, presentation, negotiation and relationship-management skills.
Ability to work independently, take ownership and operate in an entrepreneurial environment.
Knowledge of global markets, investment products and regulatory frameworks.
Additional Information:
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Your safety comes first — read before you go
Taf4All only lists job offers published by third parties. We are not the employer, we do not conduct these recruitments, and we cannot guarantee what happens once you make contact — you deal directly with the person or company behind the offer, at your own risk.
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