Relationship Manager, Trustee Services

To provide corporate trustee services for a designated portfolio of clients as per the laid down procedures and regulatory guidelines and to source, expand and retain existing client relationships to increase market share and profitability of the corporate trustee services offering.

Key Responsibilities:

• Grow the Bank’s market share in corporate 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 corporate trustee services are mitigated.
• Implement the corporate trustee Services strategy In line with the KCB’s strategy and policies.
• Provide a service focused, knowledgeable and experienced point of contact for new and existing clients.
• Attend client meetings and annual general meetings and make presentations as appropriate.
• Convene all the quarterly corporate trustee meetings and undertake compliance reviews.
• Ensure annual general meetings are convened as required.

The Ideal Candidate: Academic, Professional & Experience:

A. Academic & Professional Qualifications:
• University degree equivalent from a recognized institution.
• Capital Markets Program Certification (CISI) is essential
B. Experience Requirements:
• A minimum of six (6) years’ work Experience.
• 4 years’ experience in the capital markets industry, with demonstrated expertise in collective investment schemes management, investments, and trustee services.
• 3 years in Relationship Management
• 3 years in business development
• 3 years in Risk & Compliance
• Excellent understanding of the industry regulations (CMA, RBA) for provision of corporate trustee services

The above position is a demanding role for which the Bank will provide a competitive remuneration package to the successful candidate. If you believe you can clearly demonstrate your abilities to meet the criteria given above, please log in to our Recruitment portal and submit your application with a detailed CV.

Qualified candidates with disability are encouraged to apply.

Only candidates who meet the above criteria will be considered, and only shortlisted candidates will be contacted.