- Serve as the primary point of contact for trust clients, beneficiaries, and related stakeholders, providing expert advisory support on trust structures and fiduciary services.
- 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.
- 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.
- 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.
Attend client meetings and deliver presentations as required.
JOB REQUIREMENT
University Degree from a recognized institution.
Certified Trust and Estate Practitioner (TEP) or CISI (Wealth Management)
Eight (8) years’ work experience
5 years experience managing Trust Funds, fiduciary services, private banking, or wealth management
5-year experience working with regulatory frameworks (RBA, CMA, IRA, Trustees Act).
- 5 years’ experience in Business development (Tender preparation/business proposals).
- 3 years’ experience in Relationship management
Skills Required
- University Degree from a recognized institution
- Certified Trust and Estate Practitioner (TEP) or CISI (Wealth Management)
- Eight (8) years' work experience
- 5 years experience managing Trust Funds, fiduciary services, private banking, or wealth management
- 5 years experience working with regulatory frameworks (RBA, CMA, IRA, Trustees Act)
- 5 years experience in Business development (Tender preparation/business proposals)
- 3 years experience in Relationship management
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.
