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