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Seniority (Accounting, finance, banking, insurance)
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KCB Group
Banking + 2 more
Description
Job Description
- Serve as the primary point of contact for trust clients, beneficiaries, and related stakeholders, providing expert advisory support on trust structures and fiduciary services.
- 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.
- 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.
- 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.
Attend client meetings and deliver presentations as required.
JOB REQUIREMENT
University Degree from a recognized institution.
Certified Trust and Estate Practitioner (TEP) or CISI (Wealth Management)
Eight (8) years’ work experience
5 years experience managing Trust Funds, fiduciary services, private banking, or wealth management
5-year experience working with regulatory frameworks (RBA, CMA, IRA, Trustees Act).
- 5 years’ experience in Business development (Tender preparation/business proposals).
- 3 years’ experience in Relationship management
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