Senior Relationship Manager - Trustee Services

The Ideal Candidate: Academic, Professional & Experience:

A. Academic & Professional Qualifications:

• University Degree from a recognized institution.
  
• Trustee Development Program Certification (TDPK)
  

B. Experience Requirements:

• A minimum of eight (8) years’ work experience.
  
• 5 years’ experience in management of Retirement Benefits schemes.
  
• 5 years in compliance management
  
• 5 years’ experience in Business development (Tender preparation/business proposals).
  
• 3 years’ experience in Relationship management.
  
• Solid knowledge of regulatory frameworks (RBA, CMA, IRA)
  
• Strong understanding of investment, pension and insurance products within the Kenyan market
  
• Entrepreneurial and Commercial thinking
  
• Integrity & courage to challenge actions within various business units and the status quo.
  
• Strong persuasion, management, and communication skills
  
• High level of professionalism, strong presentation skills and client facing confidence
  
• Excellent stakeholder management skills
  
• Strong Risk Management skills and problem-solving skills
  
• Creative approach, with the ability to anticipate challenges and develop innovative solutions.
  

• Grow the market share in corporate trustee Services – Ensure that KCB is visible in the offering of corporate trustee services in the industry.
  
• Drive the financial and business growth targets for corporate trustee Services- Ensure that the assigned financial targets and growth is achieved.
  
• Undertake compliance reviews for all schemes under management in line with the RBA Act and regulations, and any other applicable 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 strategy and policies
  
• Provide a service focused, knowledgeable and experienced point of contact for new and existing clients.
  
• Motivate direct reports for self-development. Ensure retention, motivation, and self-development for the staff in the department.
  
• Attend client meetings and Annual General Meetings and make presentations as appropriate.
  
• Convene quarterly trustee review meetings and undertake compliance reviews. Ensure annual general meetings are convened as required.
  
• Work closely with the client investment committees and fund secretaries so as to bolster good working relationship.
  
• Prepare and make relevant returns to the KCB Group Management Fiduciary Committee
  
• Ensure that all the relevant returns are made to the regulators as stipulated by the RBA Act and Regulations.
  
• Responsibility for resolution of audit matters for corporate trustee services business
  
• Undertake regular KYC / AML reviews for all clients under management
  
• Ensure billing and collection of revenue for trustee services rendered
  
• Perform any other duties which may be assigned
  
• Maintain high level integrity and ethical standards – Uphold highest levels of integrity and ethical standards.