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Wealth Management Specialist
Role Overview
- Equity Investment Bank (EIB) is seeking an accomplished Wealth Management Specialist to provide expert private wealth solutions while supporting Universal Relationship Managers (RMs) within Equity Bank’s extensive branch network. This role combines the technical expertise of wealth management
- with the relationship-building skills of client advisory, requiring the ability to seamlessly integrate into a collaborative environment where commercial banking meets specialized investment services.
- The Wealth Management Specialist will be responsible for working with Universal RMs to support business originated through the branch network, equipping RMs with private wealth expertise, and independently originating and managing relationships with High-Net-Worth Individuals (HNWIs), Ultra. High-Net-Worth Individuals (UHNWIs), and institutional clients. This role demands the highest professional standards and an understanding of global best practices in wealth management.
Key Responsibilities
Supporting Universal RMs Across the Branch Network
- Partner with Universal RMs to identify and develop wealth management opportunities within their client base.
- Act as a trusted resource for private wealth expertise, providing advisory support during client engagements.
- Build the capacity of Universal RMs through continuous training, workshops, and on-the-job coaching in private wealth management strategies.
Client Advisory and Relationship Management
- Serve as the primary wealth management expert for clients requiring bespoke financial solutions.
- Provide comprehensive advisory services, including portfolio management, tax optimization, succession planning, and philanthropic structuring.
- Cultivate long-term, trust-based relationships with HNWIs, UHNWIs, and family offices across the Equity Group footprint.
Business Development and Origination
- Develop and execute strategies to originate new wealth management clients independently.
- Identify opportunities to expand EIB’s wealth management footprint within and beyond the existing client base.
- Build a pipeline of prospects by leveraging market intelligence and personal networks.
Capacity Building and Training
- Enhance the technical capabilities of Universal RMs by delivering structured learning programs on private wealth solutions and global best practices.
- Align training initiatives with EIB’s strategic objectives to ensure the delivery of seamless, client centric wealth management services.
Product and Market Expertise
- Maintain a deep understanding of financial markets, investment products, and client preferences.
- Collaborate with product teams to ensure offerings are competitive, innovative, and tailored to the unique needs of clients in Sub-Saharan Africa.
- Stay informed on global and regional economic trends to proactively advise clients on emerging opportunities.6. Compliance and Execution
- Ensure all client engagements and transactions adhere to EIB’s compliance standards and regulatory requirements.
- Lead the execution of wealth management transactions, working collaboratively with internal teams to deliver flawless service.
Qualifications
- Bachelor’s degree in finance, Economics, Business Administration, or related fields. A Master’s degree, MBA, or professional certifications (CFA, CIFA, CISI) preferred.
- Minimum of 7–10 years of experience in wealth management, private banking, or financial advisory roles, ideally with regional or international exposure.
- Demonstrable success in originating and managing relationships with HNWIs and UHNWIs.
- Strong understanding of financial planning, portfolio management, and investment advisory services.
- Key Competencies and Skills
- Client Advisory Excellence: Proven ability to deliver personalized solutions that reflect a deep understanding of client needs.
- Market and Product Expertise: Extensive knowledge of global and regional financial markets and wealth management products.
- Collaboration and Leadership: Strong interpersonal skills to work effectively with Universal RMs and other internal stakeholders.
- Business Acumen: Track record of growing AUM and generating revenue through strategic business development.
- Training and Mentorship: Ability to enhance the skills and capabilities of Universal RMs through effective training and support.
- Professional Integrity: Commitment to maintaining the highest standards of discretion, compliance, and ethical conduct.
Digital and Social Media Manager
Job Purpose Statement
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This role is responsible for planning and executing all media activities including advertising; targeted campaigns and activation programs through the different digital media channels and agencies while ensuring that the return on investment is realized. This position reports to the Director – Communications.
Responsibilities
- Develop and implement Digital and Social Media Strategy aligned to the overall department strategy and the larger Equity Group Strategy.
- Develop Digital and Social Media plans and budgets in line with agreed results for the function.
- Recruit digital and social media agencies in collaboration with the Media Buying and Planning Manager – Digital and social media and set expectations in terms of Terms of Reference.
- Develop social media context strategy and plans and support the officers in developing and scheduling content for the various social media handles.
- Work with the web content teams to ensure that content on websites is updated based on the developments within the business and internally set timelines for regular changes.
- Ensure that all handles are well designed and align to the brand standards.
- Oversee all social media activities by ensuring the right content is scheduled and posted on the sites and responses monitored through active social media engagements.
- Track the issues emerging and ensure that the social media and digital activities and aligned and leverage, where possible, to the valuable happenings.
- Monitor the metrices for the different social media platforms and ensure that the target reach and level of engagement is achieved.
- Overseen the Communications Officers – Digital and social media by ensuring that they are properly guided, trained, and that they are meeting the expectations.
- Offer coaching and mentorship to colleagues and stakeholders on the relevant areas of work with the objective of collaboratively realizing the company objectives.
Qualifications
- A university degree in media studies or journalism or any related field.
- Must have at least 5 years’ experience in social media management either through an agency or within a competitive corporate setting.
- Must have a solid understanding of digital media landscape, practices, value proposition and effective ways of working with agencies and other channels.
- Must be excellent in both verbal and written English.
- Be a hands-on person and a trend spotter in the communications sector.
- Must have good stakeholder management skills – to mobilize consensus, consult effectively, influence decisions and tradeoffs.
- Ability to make compelling business cases, negotiate and influence results.
- Be passionate and bring a unique set of skills to the company, expanding on its existing knowledge.
Method of Application
Use the link(s) below to apply on company website.
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