Relationship Manager – HNWI

Jubilee Insurance

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. 

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https://jubileeinsurance.com/ke/

Relationship Manager – HNWI

Job Ref. No: JAML 085

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.

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.
  • 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

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 Monday,27th July 2026.

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