Relationship Manager Trustee Services

Main Duties & Responsibilities

• Serve as the primary point of contact for trust clients, beneficiaries, and related stakeholders, providing expert advisory support on trust structures and fiduciary services.
• Build, maintain, and strengthen relationships with settlors, beneficiaries, and advisers to effectively meet client needs and fulfill trust purposes.
• Own the full client lifecycle, from onboarding to ongoing portfolio reviews, ensuring high levels of client satisfaction and retention.
• Drive financial performance and growth of the trust portfolio, including revenue generation, billing, and collections. Ensure timely execution of trustee duties, including distributions, reporting, and accurate record-keeping in accordance with trust deeds, governing documents, and fiduciary obligations.
• Maintain up-to-date client and beneficiary information to support prudent fiduciary decision-making.
• Ensure all trusts are administered in compliance with applicable laws, regulations, and KCB policies and procedures.
• Conduct regular compliance, KYC, and AML reviews, and ensure timely resolution of any identified issues.
• Manage and mitigate risks associated with trust services and ensure audit readiness at all times.
• Support internal and external audits and ensure timely resolution of audit findings.
• Identify and pursue new business opportunities in collaboration with internal teams (Retail and Corporate Banking).
• Prepare periodic portfolio reports, client updates, and management reports.
• Facilitate trust meetings, including preparing documentation and ensuring effective communication with all stakeholders.
• Attend client meetings and deliver presentations as required.
• Maintain high ethical standards, integrity, and professionalism in all dealings.
• Support team development, including mentoring, motivation, and self-development.

Essential Qualifications

• University Degree in Law, Business Administration, Economics, Finance, Banking, or its equivalent from a recognized institution.
• CISI (Wealth Management) or CIFA certification
• Strong understanding of trust services, wealth management, private banking, fiduciary services and regulatory frameworks

Work Experience & Skills

• Five (5) years’ experience in trust administration, private banking, or wealth management
• Five (5) years’ experience in client relationship management and business development.
• Five (5) years’ experience dealing with investment, pension and insurance products within the Kenyan market.
• Knowledge of trust law, succession planning, fiduciary responsibilities, and regulatory frameworks (RBA, CMA, IRA, Trustees Act).
• Strong persuasion, management, and communication skills
• High level of professionalism, integrity and fiduciary responsibility.
• Excellent stakeholder management skills
• Strong risk management skills and problem-solving skills

Main Duties & Responsibilities

• Serve as the primary point of contact for trust clients, beneficiaries, and related stakeholders, providing expert advisory support on trust structures and fiduciary services.
• Build, maintain, and strengthen relationships with settlors, beneficiaries, and advisers to effectively meet client needs and fulfill trust purposes.
• Own the full client lifecycle, from onboarding to ongoing portfolio reviews, ensuring high levels of client satisfaction and retention.
• Drive financial performance and growth of the trust portfolio, including revenue generation, billing, and collections. Ensure timely execution of trustee duties, including distributions, reporting, and accurate record-keeping in accordance with trust deeds, governing documents, and fiduciary obligations.
• Maintain up-to-date client and beneficiary information to support prudent fiduciary decision-making.
• Ensure all trusts are administered in compliance with applicable laws, regulations, and KCB policies and procedures.
• Conduct regular compliance, KYC, and AML reviews, and ensure timely resolution of any identified issues.
• Manage and mitigate risks associated with trust services and ensure audit readiness at all times.
• Support internal and external audits and ensure timely resolution of audit findings.
• Identify and pursue new business opportunities in collaboration with internal teams (Retail and Corporate Banking).
• Prepare periodic portfolio reports, client updates, and management reports.
• Facilitate trust meetings, including preparing documentation and ensuring effective communication with all stakeholders.
• Attend client meetings and deliver presentations as required.
• Maintain high ethical standards, integrity, and professionalism in all dealings.
• Support team development, including mentoring, motivation, and self-development.

Essential Qualifications

• University Degree in Law, Business Administration, Economics, Finance, Banking, or its equivalent from a recognized institution.
• CISI (Wealth Management) or CIFA certification
• Strong understanding of trust services, wealth management, private banking, fiduciary services and regulatory frameworks

Work Experience & Skills

• Five (5) years’ experience in trust administration, private banking, or wealth management
• Five (5) years’ experience in client relationship management and business development.
• Five (5) years’ experience dealing with investment, pension and insurance products within the Kenyan market.
• Knowledge of trust law, succession planning, fiduciary responsibilities, and regulatory frameworks (RBA, CMA, IRA, Trustees Act).
• Strong persuasion, management, and communication skills
• High level of professionalism, integrity and fiduciary responsibility.
• Excellent stakeholder management skills
• Strong risk management skills and problem-solving skills