Summary
Overview
Work history
Education
Skills
Professional Development
Behaviours and Personal Attributes
Accomplishments
References
Timeline
Generic

Harrison Wanjiku

Hendon,City of London

Summary

Aspiring Financial Planner with a CISI Level 4 Investment Advice Diploma and a strong commitment to completing Level 6 Advanced Financial Planning. Experienced banker with over 5 years in business banking (Kenya), over 3-years in private banking (UK), with a proven ability to build strong client relationships and support high-quality client outcomes.

Seeking, as a Financial Planner, to help clients make informed decisions by combining technical knowledge with practical, client-centred advice. Skilfully identifying financial goals, analysing needs, and supporting delivery of tailored solutions across savings, investments, protection, and retirement planning.

Overview

12
12
years of professional experience

Work history

Mortgage Fulfilment Assistant

Coutts & Co.
London, City of Westminster
07.2020 - Current
  • Proactively manage an active pipeline of 35+ mortgage clients at various stages of the mortgage journey, consistently reassessing priorities to meet diverse and evolving needs—contributing to the successful completion of 100+ mortgage drawdowns annually.
  • Demonstrate meticulous attention to detail in reviewing mortgage documentation and outputs, while partnering with internal teams and external stakeholders to maintain service excellence and deliver strong client outcomes.
  • Communicate clearly and confidently with clients and colleagues, providing expert guidance throughout the mortgage journey and handling 10-15 client interactions daily via phone and email.
  • Deliver exceptional client service through proactive engagement, efficient workflow coordination, and provision of technical support to the Mortgage Specialist team.
  • Maintain oversight of completed workflows to ensure compliance with service level agreements (SLAs), promote a 'Right First Time' culture, and demonstrate accountability as a collaborative and reliable team member.

Senior Branch Relationship Officer

The Family Bank of Kenya
Nairobi, Kenya
07.2019 - 10.2021
  • Led the expansion of a high-quality, diversified branch loan book by strategically acquiring four business aggregators annually, unlocking growth opportunities within their value chains.
  • Oversaw branch-level credit control operations, with a focus on managing daily account limits and approving temporary overdraft facilities of up to KES 1.0M.
  • As a core member of the branch management team, I also took on additional responsibilities, including approving credit limits, authorising teller transactions, and actively contributing to business support initiatives to drive operational excellence

Business Banker

The Co-operative Bank of Kenya
Kisii, Kenya
09.2013 - 04.2017
  • Proficiently managed over 90 individual and corporate clients, delivering tailored financial solutions to meet their varied financial requirements, while upholding high standards of client relationship management and service excellence.
  • Delivered tailored banking solutions aligned with each client’s unique needs, varied financial objectives, time horizon, and established risk profile.
  • Demonstrated expertise in maximising revenue through meticulous credit application evaluation and diligent follow-up on delinquent accounts, resulting in less than 3% portfolio at risk.
  • Acted as bank representative in our catchment area, cultivating strong relationships with business leaders and key influencers to enhance brand presence and drive market share growth.

Education

Private Client Investment Advice & Management

Chartered Institute For Securities & Investments
City Of London
02/2025 -

Investment Advice Diploma - Financial Planning & Advice

Chartered Institute For Securities & Investments
City Of London
12.2024

Bachelor of Science - Economics And Finance

Kenyatta University
Nairobi, Kenya.
12.2012

Skills

  • Good judgment and discretion when dealing with confidential information
  • Investment skills - working knowledge of client profiling, risk analysis and asset allocation
  • Strong knowledge of macro-economic environments, and financial markets
  • Ability to articulate current views clearly and effectively
  • Up-to-date awareness of global financial markets, and views on different asset classes
  • Ability to act as a representative in the market, and build strong relationships
  • QCF Level 4 qualified, with strong commitment to progressing to QCF level 6 before Dec 2025

Professional Development

  • Participating in the Coutts Crown Cohort 2025 - A high-impact development programme accelerating professional growth through advanced training in banking and credit, investment management, business development, and leadership.
  • Engaging in Continuous Professional Development (CPD) focused on FCA regulatory updates, broader market developments, consumer duty, in-house GPL sessions and CISI learning resources.
  • Participating in a formal mentorship programme under the guidance of a senior Private Banker specialising in international clients.
  • Pursuing self-directed learning in advanced financial modelling techniques using Microsoft Excel.

Behaviours and Personal Attributes

  • Ability to become a trusted and respected advisor
  • Proficient in Avaloq and other core CRM platforms
  • Highly client-centric and commercially aware
  • Calm temperament, collaborative and communicative
  • Discreet and professionally poised
  • Capable of managing own diary and admin tasks
  • Proactive in identifying opportunities for referrals / meaningful conversations.

Accomplishments

  • 2025 – Recognised as ‘Star Advisor’ in the internal Cohort Programme, in recognition of standout delivery during the mid-term investment performance update to mock clients
  • 2023 – Voted MFA MVP by peers in the Coutts & Co. staff ovation campaign, in recognition of exceptional contribution and effective teamwork within the first six months in role.
  • 2021 – Promoted to Senior Branch Relationship Officer at Family Bank of Kenya, demonstrating leadership potential and strong track record in growing branch assets and liability books.
  • 2020 – Ranked among the Top 10 Most Improved Relationship Officers in portfolio-at-risk (PAR) management at The Co-operative Bank of Kenya, reflecting commitment to risk mitigation and portfolio quality.
  • 2017 – Selected to mentor newly inducted micro-credit officers at The Co-operative Bank of Kenya, providing hands-on training through a buddy system and showcasing strong coaching and development skills.

References

References available upon request.

Timeline

Mortgage Fulfilment Assistant

Coutts & Co.
07.2020 - Current

Senior Branch Relationship Officer

The Family Bank of Kenya
07.2019 - 10.2021

Business Banker

The Co-operative Bank of Kenya
09.2013 - 04.2017

Private Client Investment Advice & Management

Chartered Institute For Securities & Investments
02/2025 -

Investment Advice Diploma - Financial Planning & Advice

Chartered Institute For Securities & Investments

Bachelor of Science - Economics And Finance

Kenyatta University

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Harrison Wanjiku