Job Title: Senior BDM Retail Wealth- Mutual Funds
Date Posted: 02/07/2026
Job Type: Full Time
Employer: NCBA Group
Industry: Sales &
Marketing
Salary: Open
Location: Nairobi
Country: Kenya
Deadline: 07/07/2026
Looking for a sales & marketing job in Kenya? NCBA Group is recruiting a Senior Business Development Manager for Retail Wealth – Mutual Funds.
Based in Nairobi, the role requires extensive experience in unit trusts, offshore funds distribution, and wealth management sales.
Job Purpose Statement
The
main purpose of this role is to drive distribution of Unit Trust Funds,
Global/Offshore Funds, distributed &/ owned by NCBA Investment Bank. The
Job Holder will deliver end-to-end management and growth of retail wealth
solutions by owning the Sales customer journey, supporting business by
preparing proposals, feedback management on wealth products, commercialization,
and continuous enhancement of investment offerings. The role focuses on
accelerating business growth through client acquisition, portfolio deepening,
and market expansion, while equipping Relationship Managers and frontline teams
with the knowledge, tools, and training required to effectively position and
deliver wealth solutions. This is achieved through data-driven insights, strong
stakeholder collaboration, and disciplined governance within a dynamic
regulatory environment. The role will also be the bridge between the bank and
our Product Houses (NCBA Investment Bank & Global Markets)
Responsibilities
- Academic Qualifications Bachelor’s degree in a business-related
field is required. Professional certifications such as CISI, CIFA, or CFA
are an added advantage. A Master’s degree will be an added benefit.
Desired
Experience
- Up to 10 years’ experience in commercial or retail banking, sales,
and lending, including at least 4 years in a management role.
- Strong knowledge of wealth management, banking products and
services, industry regulations, and commercial banking practices is
essential.
Core
Value Behaviours
- Demonstrate NCBA’s values of being Driven, Open, Responsive, and
Trusted by displaying accountability, integrity, customer focus,
collaboration, innovation, and commitment to continuous improvement.
- Build transparent relationships and consistently deliver results
while maintaining high ethical standards.
Technical
Competencies
- Strong understanding of banking operations, policies, procedures,
and wealth management services.
- Knowledge of accounting standards, audit requirements, and
regulatory frameworks including CBK, KRA, and KIB requirements.
- Demonstrated analytical and problem-solving skills with the ability
to interpret financial information and make sound business decisions.
- Extensive knowledge of wealth products, investment solutions,
financial markets, and competitor offerings, with the ability to structure
customer-focused solutions.
- Proficient in using data, digital tools, and customer insights to
enhance decision-making and customer experiences.
- Working knowledge of credit analysis, lending processes, due
diligence, and regulatory requirements.
Leadership &
Industry Knowledge
- Demonstrates self-leadership, accountability, and the ability to
influence performance across teams and stakeholders.
- Supports execution of the bank’s wealth strategy and drives
collaboration across the retail network.
- Possesses strong commercial banking industry knowledge, market
awareness, and the ability to identify business opportunities while
serving as a trusted advisor and mentor.
Behavioural
Competencies
- Excellent communication, interpersonal, networking, and stakeholder
management skills. Demonstrates emotional intelligence, teamwork,
coaching, and mentoring capabilities.
- Results-oriented and customer-focused, with strong negotiation and
influencing skills.
- Upholds high ethical standards and integrity while identifying
customer needs, developing value-adding solutions, closing opportunities,
and delivering sustainable value for both clients and the bank.
Job Specifications
- Academic Qualifications, Bachelor’s degree in a business-related
field is required.
- Professional qualifications in wealth management and investments
such as CISI, CIFA, or CFA are advantageous.
- A Master’s degree will be an added benefit.
Desired
Experience
- Up to 10 years’ experience in commercial or retail banking,
sales, and lending, including at least 4 years in a management position
within a similar organization. Strong knowledge of wealth management,
banking products and services, industry regulations, and commercial
banking practices is essential, with the ability to operate effectively in
a highly regulated
How to Apply
