Job Ref. No: JAML083

Role Purpose:

The role holder is responsible for leading and driving business growth within the retail distribution segment by developing and executing sales strategies that increase the uptake of Unit Trusts, Retail Investment Products, and Wealth Management Solutions through the retail distribution channel including Dedicated Financial Advisors and Independent Financial Advisors. This role focuses on strengthening intermediary networks, optimizing sales performance, and enhancing customer experience across all retail channels. The role also oversees client retention, drives channel productivity, and ensures compliance with CMA, RBA, KRA, AML, Data Protection, and internal policies.

Academic Background:

• Bachelor’s Degree in Finance, Economics, Business Administration, Marketing, or related field.
• A Master’s Degree is an added advantage.
• Professional qualifications such as CISI, CFA (Level I or above), or ICPAK/CIMA are advantageous.

Relevant Experience

• Minimum 8–10 years of experience in financial services, with strong exposure to retail distribution, wealth management, or Unit Trust sales.
• Proven leadership experience in managing and scaling distribution channels.
• Demonstrated success in driving retail business growth and channel performance.
• Strong networks within the retail investment ecosystem.
• Deep understanding of the Kenyan financial services market, regulatory environment, and industry trends.

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