Serve as primary fiduciary contact overseeing trust administration, client onboarding, KYC/AML compliance, portfolio reviews, trustee duties, reporting, billing and collections. Drive trust portfolio growth, support audits, prepare management reports, and collaborate with internal teams to identify new business opportunities while ensuring legal and policy compliance.
- 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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