Private Wealth-Growth Lead at Andersen

Job description

Responsible for driving the growth of private wealth services, identifying new business opportunities, building client relationships, and developing strategies to expand the client portfolio. Requires a relevant qualification in finance, investment management with strong business development skills. The role is based in Nairobi with duties performed on-site.

Key Responsibilities

• Execute the Private Wealth growth strategy for Kenya and the wider East African market.
• Establish a scalable business development model that can support the long-term growth of the Private Wealth practice.
• Identify and develop new markets, client segments, referral channels, partnerships and business opportunities.
• Originate and develop relationships with entrepreneurs, founders, high-net-worth individuals, family businesses and affluent families.
• Develop a strong pipeline of Private Wealth opportunities and take ownership of the business development process from prospecting through to conversion.
• Lead client conversations to understand their personal, family, business, investment, succession and cross-border needs.
• Work closely with Andersen’s Tax, Legal, Immigration and Advisory teams to develop integrated solutions for private clients and families.
• Convert client needs into commercially viable mandates and drive revenue growth.
• Build Andersen’s profile and market positioning within the Private Wealth ecosystem through events, thought leadership, networking and strategic partnerships.
• Track business development activity, pipeline, conversion and revenue performance against agreed targets.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, Law, Accounting, Investment Management or a related field.
• Solid demonstrable professional experience in private wealth, wealth management, private banking, family office, investment advisory, tax, legal or professional services.
• Membership in a relevant professional body and in good standing.
• Strong commercial acumen and demonstrated business development capability.
• Strong understanding of the financial, business and wealth-planning needs of private clients.
• Proven ability to develop relationships and convert opportunities into revenue.
• Excellent communication, presentation, negotiation and relationship-management skills.
• Ability to work independently, take ownership and operate in an entrepreneurial environment.
• Knowledge of global markets, investment products and regulatory frameworks.

How to Apply

Interested candidates should email their CV to hr@ke.andersen.com, marked Private Wealth-Growth Lead in the subject line

Requirements

Apply by email: hr@ke.andersen.com