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.
Essential:
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
Skills Required
- University degree in Law, Business Administration, Economics, Finance, Banking, or 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
- Five years of experience in trust administration, private banking, or wealth management
- Five years of experience in client relationship management and business development
- Five years of experience dealing with investment, pension, and insurance products within the Kenyan market
- Knowledge of trust law, succession planning, fiduciary responsibilities, and RBA, CMA, IRA, and Trustees Act regulatory frameworks
- Strong persuasion, management, communication, stakeholder management, risk management, and problem-solving skills
- High professionalism, integrity, and fiduciary responsibility
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.
