Manager, Wealth Management And Client Advisory

Responsibilities:

In more detail, the areas of responsibility include:

Wealth Advisory & Client Relationship Management

• Personally originate, manage, and grow a portfolio of retail and affluent clients across investments, pensions, and insurance.
• Provide holistic wealth advisory services, including financial planning, portfolio structuring, risk management, and long-term wealth solutions.
• Conduct client reviews, needs analysis, and advisory discussions to deepen relationships and drive retention.
• Act as a trusted advisor to clients, ensuring solutions are aligned to their financial goals and life stages.
• Promote cross-selling and portfolio diversification across Zamara’s product suite.

Business Development & Market Growth

• Drive acquisition of new clients through relationship-led business development and referral networks.
• Identify new market opportunities, client segments, and strategic partnerships to grow the retail wealth business.
• Lead and participate in client acquisition initiatives, activations, and wealth-focused marketing activities.
• Support the structuring of tailored client solutions that meet both client needs and commercial objectives.

Financial Advisor (FA) Leadership & Performance Management

• Lead, coach, and motivate a team of Financial Advisors to achieve individual and team performance targets.
• Set clear performance expectations and KPIs aligned to advisory quality, client outcomes, and revenue growth.
• Conduct regular performance reviews, field coaching sessions, and joint client engagements.
• Monitor pipeline, conversion ratios, and advisory activity to ensure sustainable business growth.
• Serve as a role model for professional, ethical, and client-centric advisory practices.

Advisor Recruitment, Training & Development

• Recruit high-quality Financial Advisors with strong advisory and relationship management capability.
• Facilitate onboarding, product training, and ongoing development of advisors.
• Build advisor capability in wealth advisory, client engagement, prospecting, and solution presentation.
• Embed a strong culture of professionalism, compliance, and continuous improvement within the team.

Compliance & Front Office Operational Excellence

• Ensure adherence to applicable regulatory requirements (IRA, RBA, CMA) and internal policies.
• Uphold high standards of ethical advisory, documentation quality, and suitability of advice.
• Ensure timely and accurate submission of applications, reports, and client documentation.
• Implement controls to minimize lapses, claw-backs, and compliance breaches.

Reporting & Business Insights

• Provide accurate weekly, monthly, and quarterly performance reports.
• Track client growth, revenue, advisor productivity, and market trends.
• Use data and insights to inform strategy, improve performance, and guide decision-making.

Experience and personal qualities

The following experience is preferred:

• Bachelor’s degree in a business-related field.
• Professional qualifications in wealth management, finance, or accounting (CPA, CFP, CFA, CISI, CWM) or currently pursuing an MBA.
• 8–10+ years’ experience within B2C financial services, wealth management, investments, pensions, or insurance.
• Proven experience in client-facing wealth advisory and business development.
• Demonstrated experience leading, coaching, or managing Financial Advisors or relationship teams.
• Strong understanding of investment, pension, and insurance products within the Kenyan market.
• Solid knowledge of regulatory frameworks (IRA, RBA, CMA).
• Strong commercial acumen with the ability to balance client outcomes and business objectives.
• Proficiency in CRM systems, reporting, and performance tracking.
• High level of professionalism, strong personal presentation, and client-facing confidence.

Skills Required:

• Accounting / Finance
• Sales / Marketing / Business / Management