Relationship Manager, Investor Services at KCB Bank Kenya

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.