Background information about the job or company (e.g., role context, company overview)

Kenya Commercial Bank Limited is registered as a non-operating holding company which started operations as a licensed banking institution with effect from January 1, 2016. The holding company oversees KCB Kenya - incorporated with effect from January 1, 2016 - and all KCB's regional units in Uganda, Tanzania, Rwanda, Burundi, Ethiopia and South Sudan. It als...

Responsibilities or duties

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

Qualifications or requirements (e.g., education, skills)

University Degree from a recognized institution.

Certified Trust and Estate Practitioner (TEP) or CISI (Wealth Management)

Experience needed

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

• 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

• Trust structures
• Fiduciary services
• Client lifecycle management
• Revenue generation
• Billing and collections
• Trustee duties execution
• Record-keeping
• Compliance with laws and regulations
• KYC and AML reviews
• Audit support
• Business development
• Portfolio reporting
• Client presentations
• Relationship management
• Tender preparation
• Business proposals

• University Degree from a recognized institution.
• Certified Trust and Estate Practitioner (TEP) or CISI (Wealth Management)