Background information about the job or company (e.g., role context, company overview)

Jubilee Insurance was established in August 1937, as the first locally incorporated Insurance Company based in Mombasa in 1937. Jubilee Insurance has spread its sphere of influence throughout the region to become the largest Composite insurer in East Africa, handling Life, Pensions, general and Medical insurance.

Responsibilities or duties

The Relationship Manager is responsible for driving sustainable business growth by acquiring new clients, growing Assets Under Management (AUM), strengthening client relationships, and delivering exceptional customer experience. The role focuses on developing and managing strategic relationships with individual, corporate, institutional and intermediary clients while identifying opportunities to deepen existing relationships, retain clients, and promote the organization's investment solutions. The Relationship Manager serves as a trusted advisor to clients by understanding their financial goals, recommending suitable investment products, coordinating internal service delivery, and ensuring timely resolution of client concerns while supporting the company's strategic growth objectives.

Qualifications or requirements (e.g., education, skills)

Academic Background & Relevant Qualifications:

• Bachelor's Degree in Finance, Economics, Business Administration, or a related field.
• Professional certifications such as Chartered Financial Analyst (CFA) or Chartered Institute of Securities & Investments (CISI) qualification would be an added advantage.

Experience needed

Minimum of 5-7years of experience in financial services, sales coordination, or relationship management.

Have existing relationships that meet the profile of Jubilee client.

Prior experience working with Banks or distribution networks is an added advantage.

• Driving sustainable business growth by acquiring new clients
• Growing Assets Under Management (AUM)
• Strengthening client relationships
• Delivering exceptional customer experience
• Developing and managing strategic relationships with individual, corporate, institutional and intermediary clients
• Identifying opportunities to deepen existing relationships
• Retaining clients
• Promoting the organization's investment solutions
• Serving as a trusted advisor to clients
• Understanding clients' financial goals
• Recommending suitable investment products
• Coordinating internal service delivery
• Ensuring timely resolution of client concerns
• Supporting the company's strategic growth objectives

• Relationship Management
• Sales Coordination
• Client Acquisition
• Asset Growth
• Customer Experience Delivery
• Financial Advisory
• Investment Product Knowledge
• Client Retention

• Bachelor's Degree in Finance, Economics, Business Administration, or a related field.
• Professional certifications such as Chartered Financial Analyst (CFA) or Chartered Institute of Securities & Investments (CISI) qualification would be an added advantage.
• Existing relationships that meet the profile of Jubilee client.
• Prior experience working with Banks or distribution networks is an added advantage.