Relationship Manager - Trustee Services job at KCB Bank

Responsibilities or duties

• Serve as the primary, knowledgeable point of contact for new and existing Trustee clients, ensuring high-quality service delivery.
• Ensure schemes under management comply with CIS Regulations, URBBA Regulations, regulatory guidelines, practice notes, and KCB policies and procedures.
• Ensure all scheme incorporation documents are updated, properly recorded in relevant registers, and stored in safe custody.
• Manage billing and collection of Trustee Services fees and maintain the fees register.
• Oversee client onboarding, conduct annual KYC/AML reviews, and manage service level agreements.
• Schedule and attend quarterly Board of Trustee meetings and Annual general meetings for schemes and maintain accurate minutes as well as carry out annual evaluation of service providers.
• Resolve non-compliance matters identified during trustee compliance review meetings.
• Oversee administration of client accounts, including management of trust assets, distributions, and records.
• Coordinate the preparation and submission of quarterly returns, annual audited accounts, and the Scheme’s annual general meeting (AGM) requirements.
• Grow profitability by strengthening existing relationships and identifying new revenue opportunities.
• Follow up on all reconciliations with all stakeholders.
• Perform any other duties as may be assigned.

MINIMUM POSITION QUALIFICATION REQUIREMENTS

a) Academic & Professional

• Particulars Detail Specific Field or Qualification Need Type
• Education Bachelor's degree Related Field Required
• Professional Qualifications Related Field Required
• Master's Degree Related Field Required

Experience needed

b) Experience

A minimum of 3 years' experience in Relationship Management, Customer Engagement, Business development and portfolio growth, Banking operations Governance controls and Risk management.

• Serve as the primary, knowledgeable point of contact for new and existing Trustee clients, ensuring high-quality service delivery.
• Ensure schemes under management comply with CIS Regulations, URBBA Regulations, regulatory guidelines, practice notes, and KCB policies and procedures.
• Ensure all scheme incorporation documents are updated, properly recorded in relevant registers, and stored in safe custody.
• Manage billing and collection of Trustee Services fees and maintain the fees register.
• Oversee client onboarding, conduct annual KYC/AML reviews, and manage service level agreements.
• Schedule and attend quarterly Board of Trustee meetings and Annual general meetings for schemes and maintain accurate minutes as well as carry out annual evaluation of service providers.
• Resolve non-compliance matters identified during trustee compliance review meetings.
• Oversee administration of client accounts, including management of trust assets, distributions, and records.
• Coordinate the preparation and submission of quarterly returns, annual audited accounts, and the Scheme’s annual general meeting (AGM) requirements.
• Grow profitability by strengthening existing relationships and identifying new revenue opportunities.
• Follow up on all reconciliations with all stakeholders.
• Perform any other duties as may be assigned.

• Bachelor's degree in a related field
• Professional Qualifications in a related field
• Master's Degree in a related field