Senior Manager, Trustee Services at KCB Bank Kenya

Job Description

• 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 Requirement

• Bachelor’s Degree
• 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.