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Relationship Manager, Trustee Services

Kcb Group

full time Nairobi Posted 21 hours ago

Job Requirements

  • University Degree from a recognized institution.

  • Capital Markets Program Certification (CISI)

  • A minimum of six (6) years’ work Experience.

  • 4 years' experience in the capital markets industry, with demonstrated expertise in collective investment schemes management, investments, and trustee services.

  • 3 years in Relationship Management

  • 3 years in business development

  • 3 years in Risk & Compliance

  • Grow the Bank’s market share in corporate trustee services 

  • Ensure that the assigned financial and business growth targets are achieved.

  • Undertake compliance reviews for all schemes under management in line with the CMA Act and Regulations. 

  • Ensure all compliance matters identified from the compliance reviews are fully resolved.

  • Manage and ensure all risks associated with corporate trustee services are mitigated.

  • Implement the corporate trustee services strategy In line with the KCB’s strategy and policies.

  • Provide a service focused, knowledgeable and experienced point of contact for new and existing clients.

  • Attend client meetings and annual general meetings and make presentations as appropriate. 

Convene all the quarterly corporate trustee meetings and undertake compliance reviews.