Private Wealth-Growth Lead

Full Time 6 days ago
Employment Information

Job 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.

Preferred 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.
Skills
Accounting Communication Excel Leadership
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