Main Duties & Responsibilities
- Source New Business, expand and retain existing client relationships with a focus on global custody business, 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 designated portfolio of clients through continuous reviews and identification of client needs.
- Provide service to customers about 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 global 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 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.
EDUCATION AND EXPERIENCE
- University Degree from a recognized institution.
- Capital Markets Program Certification (CISI) at least Level 1
- Trustee Development Program Certification (TDPK)
- Seven (7) years’ banking experience in the Financial/banking sector.
- 3 years working in bank operations.
- 5 years in Relationship Management in local/global Custody Services.
- 5 years stakeholder management skills.
- 3 years in Business Tender processing end to end.
- Excellent problem-solving.
- Excellent emotional intelligence skills
- Strong persuasion, management, and communication skills
- Strong organizational 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 (CISI) at least Level 1
- Trustee Development Program Certification (TDPK)
- Seven (7) years banking experience in the financial/banking sector
- Three (3) years working in bank operations
- Five (5) years in Relationship Management in local/global Custody Services
- Five (5) years stakeholder management experience
- Three (3) years in end-to-end business tender processing
- Knowledge of KYC/AML and ability to ensure client documentation is up to date
- Experience with contract review and negotiation
- Excellent problem-solving skills
- High emotional intelligence
- Strong persuasion, management, and communication skills
- Strong organizational skills
- Creative approach with ability to anticipate challenges and develop 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.
