Relationship Manager – Trustee Services at KCB Bank Manages unit trust and pension trustee relationships, ensures trust deed compliance, and protects investor interests. Requires Business/Law/Finance Degree, trust administration expertise, and 5+ years’ capital markets experience. Full-time.
Main
Duties & Responsibilities
- Serve as the primary point of
contact for trust clients, beneficiaries, and related stakeholders,
providing expert advisory support on trust structures and fiduciary
services.
- Build, maintain, and strengthen
relationships with settlors, beneficiaries, and advisers to effectively
meet client needs and fulfill trust purposes.
- Own the full client lifecycle,
from onboarding to ongoing portfolio reviews, ensuring high levels of
client satisfaction and retention.
- Drive financial performance and
growth of the trust portfolio, including revenue generation, billing, and
collections.
- Ensure timely execution of
trustee duties, including distributions, reporting, and accurate
record-keeping in accordance with trust deeds, governing documents, and
fiduciary obligations.
- Maintain up-to-date client and
beneficiary information to support prudent fiduciary decision-making.
- Ensure all trusts are
administered in compliance with applicable laws, regulations, and KCB
policies and procedures.
- Conduct regular compliance, KYC,
and AML reviews, and ensure timely resolution of any identified issues.
- Manage and mitigate risks
associated with trust services and ensure audit readiness at all times.
- Support internal and external
audits and ensure timely resolution of audit findings.
- Identify and pursue new business
opportunities in collaboration with internal teams (Retail and Corporate
Banking).
- Prepare periodic portfolio
reports, client updates, and management reports.
- Facilitate trust meetings,
including preparing documentation and ensuring effective communication
with all stakeholders.
- Attend client meetings and
deliver presentations as required.
- Maintain high ethical standards,
integrity, and professionalism in all dealings.
- Support team development,
including mentoring, motivation, and self-development.
- Perform any other duties as may
be assigned.
Experience and Education
- University Degree in Law,
Business Administration, Economics, Finance, Banking, or its equivalent
from a recognized institution.
- CISI (Wealth Management) or CIFA
certification
- Strong understanding of trust
services, wealth management, private banking, fiduciary services and
regulatory frameworks
Work experience & Skills:
- Five (5) years’ experience in
trust administration, private banking, or wealth management
- Five (5) years’ experience in
client relationship management and business development.
- Five (5) years’ experience
dealing with investment, pension and insurance products within the Kenyan
market.
- Knowledge of trust law,
succession planning, fiduciary responsibilities, and regulatory frameworks
(RBA, CMA, IRA, Trustees Act).
- Strong persuasion, management,
and communication skills
- High level of professionalism,
integrity and fiduciary responsibility.
- Excellent stakeholder management
skills
- Strong risk management skills and
problem-solving skills
How to
Apply
