Main Duties & Responsibilities
Source, expand and retain existing client relationships so as to increase market share and profitability.
Ensure financial and business growth targets assigned are achieved.
Ensure customer satisfaction, retention, and identification of repeat and new business opportunities.
Responsible for managing existing portfolio of clients through continuous reviews and identification of client needs.
Provide service to customers with regard to account information, and queries raised.
Facilitate problem resolution with specialized units.
Contract review and negotiation with current and potential clients.
Source and prepare tenders / presentations for potential business opportunities.
Ensures all client KYC/AML documentation is up to date.
- Identify and manage the risks associated with custody services business.
- Provide a service focused, knowledgeable and experienced point of contact for new and existing clients.
- Attend Client meetings, Annual General Meetings, new business pitches and make presentations as appropriate.
- Work closely with the Client investment committees and Fund secretaries so as to bolster good working relationship.
- Ensure that all Custody Reports are submitted to clients as per SLA timelines.
- Responsibility for resolution of audit matters for custody services clients.
- Ensure billing and collection of revenue for custody services rendered
Maintain high level integrity and ethical standards – Uphold highest levels of integrity and ethical standards.
Experience and Education
University Degree from a recognized institution.
Capital Markets Program Certification, at least CISI -1
- Five (5) years’ banking experience in the financial/banking sector, three (3) of which should be in Relationship Management in Investment/Custodial Services.
Excellent banking operations skills
Excellent problem-solving skills.
Excellent emotional intelligence skills
Strong persuasion, management, and communication skills
Strong organizational skills
Excellent stakeholder management skills
Creative approach, with the ability to anticipate challenges and develop innovative solutions
Skills Required
- University degree from a recognized institution
- Capital Markets Program Certification, at least CISI Level 1
- Five years of banking experience in the financial or banking sector
- Three years of relationship management experience in investment or custodial services
- Excellent banking operations skills
- Excellent problem-solving skills
- Excellent emotional intelligence skills
- Strong persuasion, management, and communication skills
- Strong organizational skills
- Excellent stakeholder management skills
- Creative approach with the ability to anticipate challenges and develop innovative solutions
What We Do
KCB Group, is the largest financial services organization in East Africa in terms of asset size. The Group's headquarters are located in Nairobi, Kenya, with subsidiaries in Kenya, Rwanda, Southern Sudan, Tanzania, Uganda and Burundi. In 2015, KCB Group opened a representative office in Ethiopia, expanding the growth of the organization. The Bank is over 124 years old having started in Mombasa in 1896. KCB Group has over 354 branches, 26,394 Agents/POS Merchants and 1,103 ATMs. The bank also offers Mobile Banking though the KCB App, Internet Banking and Diaspora Banking Services platform that can be accessed 24/7 basis. The Bank services over 26.8 million customers across the region. KCB Group is the largest financial services organization in East Africa, with an estimated asset base of approximately Ksh. 1.02 trillion as at the of end H1 2021.
