Head, Affluent & Private Client AdvisoryExpiring Soon!

• Own the unit strategy, annual budget, pipeline, revenue forecast, profitability and agreed growth milestones.
• Define and manage propositions for UHNW, HNW, emerging affluent, family office, multi-cultural markets, diaspora and executive-client segments.
• Personally lead acquisition of strategic private client portfolios through board-level, private banking, family office and entrepreneur networks.
• Build structured referral partnerships with private banks, investment advisers, law firms, tax advisers, real estate developers, luxury asset dealers, motor dealers and corporate executive networks.
• Coordinate bespoke solutions for high-value homes, contents, jewellery, fine art, collections, prestige motor, personal liability, cyber/privacy, travel, medical evacuation, K&R and domestic staff exposures.
• Ensure insurer selection, policy wording, premium adequacy, reinsurance support and endorsements are technically sound, compliant and defensible.
• Deliver discreet, high-touch service standards, claims concierge support, escalation management and periodic portfolio reviews.
• Enforce IRA compliance, KYC, AML, sanctions screening, data protection, confidentiality, conflict-of-interest and reputational-risk controls.
• Design the operating model, recruit and coach relationship managers, associate RMs and service support, and embed a high-performance advisory culture.
• Maintain disciplined MI on pipeline conversion, revenue, retention, cross-sell, service SLAs, claims outcomes and partner productivity.
• Build a profitable HNW/UHNW and Affluent Client business targeting KES 100M revenue within three years through acquisition, retention, cross-sell and specialist placement solutions.

Qualifications & Experience:

• Minimum 10 years’ experience in insurance broking, private banking, wealth management, bancassurance, insurer private-client business or related financial services.
• Demonstrable network within HNW/UHNW, business-owner, private banking, professional adviser or executive-client markets, with a strong record of trusted relationship-led origination.
• Bachelor’s degree in business, finance, economics, insurance, actuarial science or related fields.
• MBA or relevant postgraduate qualification is an added advantage.

Skills & Competencies:

• Private Client Advisory: strong understanding of affluent client needs, wealth preservation, lifestyle assets, family office dynamics and confidential relationship management.
• Technical insurance acumen across private client, general insurance, specialty lines, personal liability, cyber/privacy, marine/aviation, fine art and high-value asset protection.
• Commercial origination: proven ability to originate, convert and retain high-value relationships.
• Executive presence and discretion with UHNW clients, CEOs, family offices, banks and professional advisers.
• Negotiation and structuring: ability to negotiate bespoke wordings, insurer capacity, pricing, service terms and claims outcomes.
• Leadership and matrix working across Retail, Corporate, Technical, Claims, Operations, Compliance and Specialty teams.