Strategic Planning and Execution

• Develop and implement strategic business and sales plans for the Nairobi Central Branch in alignment with Jubilee Asset Management’s overall growth objectives.
• Identify and capitalize on market opportunities to grow the retail client base and enhance AUM.
• Develop and manage the branch’s annual budget, forecasts, and performance targets, ensuring continuous achievement of financial and operational KPIs.
• Contribute to the formulation of retail distribution strategies through data-driven insights and branch performance analytics.

Business Growth and Client Relationship Management

• Drive acquisition of new retail clients while strengthening and deepening relationships with existing clients.
• Ensure delivery of personalized, value-driven financial and investment solutions tailored to client needs.
• Lead and coordinate partnership-driven events, activations, and client engagement initiatives aimed at enhancing brand visibility and promoting product uptake.
• Collaborate with marketing and business development teams to design and implement branch-specific promotional campaigns and investor education programs.
• Monitor client satisfaction levels and proactively address feedback to maintain strong retention and loyalty.

Operational Excellence and Service Delivery

• Oversee day-to-day branch operations, ensuring efficiency, compliance, and adherence to service excellence standards.
• Ensure timely and accurate preparation of reports, including sales, revenue, and operational performance metrics.
• Supervise the implementation of effective service protocols to guarantee a seamless client experience at every touchpoint.
• Maintain optimal utilization of branch resources, infrastructure, and systems to support business continuity andoperational integrity.
• Coordinate with internal departments (Investment, Risk, Compliance, and Finance) to deliver integrated and compliant investment solutions.

People Leadership and Culture

• Lead, coach, and mentor Team Leaders and Dedicated Financial Advisors to achieve individual and branch sales targets.
• Oversee recruitment, onboarding, and performance management of branch staff in collaboration with HR and Training functions.
• Maintain an optimal team structure — ensuring a balanced distribution of financial advisors across teams, with a target of 15 advisors per team across 10 teams — to maximize coverage and productivity.
• Partner with the Training and Recruitment Manager to enhance the skills, professionalism, and productivity of all financial advisors.
• Foster a high-performance culture centered on collaboration, integrity, and customer-centricity.
• Conduct regular performance evaluations and implement development plans to build a capable and motivated branch team.

Risk Management, Compliance, and Corporate Governance

• Ensure strict adherence to all regulatory, legal, and company policies governing investment and distribution activities.
• Implement robust internal control systems to safeguard client and company assets.
• Maintain accurate documentation and compliance with the Capital Markets Authority (CMA) and other relevant regulators.
• Promote a culture of ethical conduct, transparency, and accountability in all branch operations.
• Identify and mitigate operational, reputational, and financial risks through continuous monitoring and proactive interventions.

Market Intelligence and Business Insights

• Track competitor activities, market dynamics, and emerging investment trends to inform business decisions.
• Provide timely insights and recommendations to management for improving products, pricing, and service delivery.
• Analyze customer needs and feedback to support product innovation and the refinement of retail investment offerings.

Leadership and Stakeholder Engagement

• Provide visionary leadership to the branch team, ensuring alignment with JAML’s strategic objectives and organizational culture.
• Represent the branch in corporate forums, client meetings, and stakeholder engagements.
• Champion JAML’s brand positioning and commitment to excellence in investment management across all interactions.
• Drive collaboration and synergy across departments to deliver integrated and superior client experiences.

Key Skills and Competencies

• Strategic Thinking: Ability to align branch operations with organizational goals and identify growth opportunities.
• Leadership: Capacity to inspire, mentor, and manage a high-performing team.
• Financial Acumen: Proficiency in budgeting, financial analysis, and achieving revenue targets.
• Regulatory Compliance: Knowledge of laws and regulations like AML, CFT, and Data Protection.
• Operational Excellence: Skill in optimizing processes to enhance efficiency and service delivery.
• Customer Relationship Management: Strong relationship-building and client service skills.
• Corporate Governance: Ability to ensure transparency, accountability, and ethical operations.
• Communication: Excellent verbal and written communication for engaging stakeholders.
• Problem-Solving: Analytical thinking to address challenges and implement solutions.
• Cultural Awareness: Commitment to fostering inclusivity and adapting to dynamic environments.

Academic Qualifications

• Bachelor’s degree in business administration, Finance, or a related field. Master's degree is a plus.

Relevant Experience

• At least 5–7 years of experience in financial services, asset management, or investment-related roles. with at least 4 years in a management role.

go to method of application »

If you are qualified and seeking an exciting new challenge, please apply via recruitment@jubileekenya.com quoting the Job Reference Number and Position by 31st October 2025