Main Duties & Responsibilities

Grow the Bank’s market share in 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 Trustee Services are mitigated.
Implement the Trustee Services strategy In line with the Bank’s strategy and policies.
Provide a service focused, knowledgeable and experienced point of contact for new and existing clients.
Attend Client meetings / AGMs and make presentations as appropriate.
Convene all the quarterly Trustee Meetings and undertake compliance reviews.
Ensure annual general meetings are convened as required.
Work closely with the client investment committees so as to bolster good working relationship.
Ensure that all the relevant returns are made to the regulators as stipulated by the CMA Act and Regulations.
Responsibility for resolution of audit matters for Trustee Services business
Undertake regular KYC / AML reviews for all clients under management
Ensure billing and collection of revenue for trustee services rendered
Perform any other duties which may be assigned
Maintain high level integrity and ethical standards.

Professional Qualifications & Experience

University Degree in Business Administration, Economics, Finance, Banking, or its equivalent from a recognized institution.
Capital Markets Program Certification
Trustee Development Program Certification
Relevant certification in business development, Finance or its equivalent is an added advantage.
Four (4) years’ experience in Trustee Services sector, three (3) of which should be in Relationship Management
Excellent understanding of the industry regulations for provision of trustee services
Excellent problem-solving skills.
Integrity & courage to challenge actions
Persuasion, management, and communication skills
Organizational and risk management skills
Creative approach, with the ability to anticipate challenges and develop innovative solutions.

Investor Services Department.Relationship Manager, Investor Services

KCB Group