Senior Manager, Trustee Services

Responsible for designing, implementing and refining operational policies, procedures and technological solutions for trustee services department.

Responsible for business development targeted at a growing customer base, fund value and revenues in line with agreed budgets.

Monitoring the receivables position and ensuring all incomes and other entitlements due from clients are received within reasonable time.

Improve profitability by expanding on existing relations as well as identifying opportunities for incremental revenues.

Oversee the day-to-day administration of client accounts including managing trust assets, handling financial distributions and ensuring proper record keeping.

Ensure full adherence to all relevant laws, regulations including internal operational policies and audit requirements related to trustee business

Continuously re-assessing the operational risks inherent in the business considering changing economic or market conditions, legal and regulatory requirements or operating procedures and practices to safeguard the business.

Ensure regulatory reports and meetings are undertaken in compliance with regulatory guidelines and actively supervising the relevant appointees such as auditors, fund managers, custodians, valuers etc

Manage client relationships, on-boarding new clients whilst ensuring KYC/AML, service level agreements are met with the relevant stakeholders including fostering client confidence through excellent customer service

Representing the company at conferences, seminars and other relevant events.

Academic & Professional Requirements

I) Bachelor’S Degree

ii) Trustee Development Program of Kenya Certification, 

Added advantage CISI/ICIFA/ CFA certification, ICIFA Practicing Member & Master's degree: Business or related field

Experience

• Total Minimum No of Years’ Experience Required 8 Years
• Five (5) years’ experience in Trustee Services sector, three (3) of which should be in Relationship Management.