Jubilee Insurance, a leader in the region’s insurance and asset management space, is recruiting a Business Development Manager – Institutions. This senior position is designed for ambitious professionals who excel in pension strategy, institutional sales, and client relationship management.
If you’re driven by growth, strategic thinking, and the opportunity to work with top-tier institutional clients, this role presents a perfect fit.
About the Role
The Business Development Manager – Institutions will oversee revenue growth within segregated pension mandates, build strong relationships with trustees and institutional stakeholders, and ensure that pension clients receive efficient, compliant, and value-driven service.
The position blends sales strategy, client management, product enhancement, compliance, and business development—all within a regulated financial environment.
Primary Responsibilities
1. Growing Institutional Pension Business
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Target and acquire new institutional pension clients.
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Shape and execute sales strategies using market insights and competitive intelligence.
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Lead proposal development, presentations, and onboarding of new schemes.
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Support annual business planning to meet company revenue targets.
2. Relationship Management & Retention
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Act as the main relationship manager for key institutional clients.
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Facilitate trustee meetings, investment updates, and scheme reviews.
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Manage member education initiatives and onboarding documentation.
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Address service gaps and ensure exceptional customer satisfaction.
3. Enhancing Products & Innovation
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Identify emerging needs for new segregated pension products.
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Collaborate with product teams to refine existing offerings.
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Lead communication, training, and rollout of new institutional products.
4. Strategy, Planning & Performance
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Track and report business performance metrics.
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Analyze industry developments and regulatory changes affecting pensions.
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Influence pricing strategies and product competitiveness.
5. Service Delivery & Operations
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Coordinate with internal teams to ensure accurate processing of client transactions.
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Ensure timely submission of audited financial statements, compliance filings, and trustee reports.
6. Compliance & Risk Oversight
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Uphold regulatory compliance with RBA, CMA, KRA, AML guidelines, and data privacy laws.
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Support audits, regulatory inspections, and due-diligence processes.
7. Industry Presence & Brand Visibility
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Represent Jubilee in key industry platforms and stakeholder engagements.
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Contribute thought leadership materials and market insights.
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Enhance Jubilee’s reputation as a trusted pension and asset management partner.
8. Team Culture & Collaboration
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Participate in cross-departmental projects to promote innovation and collaboration.
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Align with Jubilee’s values of excellence, innovation, and teamwork.
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Seek necessary resources and training to support both individual and team success.
Qualifications Required
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Bachelor’s degree in a finance, economics, business, or related field.
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Master’s degree preferred.
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Professional certifications including CFA or CISI are a major advantage.
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7–8 years of experience in insurance or asset management, with at least 2 years in leadership.
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Strong knowledge of pension mandates and institutional investment solutions.
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Excellent communication, presentation, negotiation, and analytical skills.
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Proven record of successfully managing institutional relationships and driving business growth.
How to Apply
Send your application and credentials to:
📧 Recruitment@jubileekenya.com
🔖 Use the reference number: JAML067
⏰ Deadline: 10th December 2025
This role offers a chance to contribute to transformative pension solutions and work with a team committed to excellence, innovation, and client success.
