Head of Retail
Posted:
Job Ref. No: JAML083
Job Title: Head of Retail Distribution
Location:
Nairobi, Kenya
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.
Key Responsibilities
- Develop and execute sales strategies to increase uptake of Unit Trusts, Retail Investment Products, and Wealth Management Solutions.
- Manage and scale distribution channels including Dedicated Financial Advisors and Independent Financial Advisors.
- Strengthen intermediary networks and optimize sales performance across all retail channels.
- Enhance customer experience and oversee client retention initiatives.
- Drive channel productivity and ensure compliance with CMA, RBA, KRA, AML, Data Protection, and internal policies.
Skills & Competencies
- Strong leadership and team management skills.
- Excellent communication and negotiation abilities.
- Strategic thinking with a focus on business growth.
- In-depth knowledge of the Kenyan regulatory and financial landscape.
- Proven track record in retail distribution and wealth management.
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