Trust Services Officer
AI summary
KCB Bank Kenya is hiring a Trust Services Officer in Nairobi to manage trust clients, oversee fiduciary administration, and drive portfolio growth. The role requires a degree in Law, Business, Finance or related field, CISI or CIFA certification, and five years' experience in trust administration, private banking or wealth management within the Kenyan market.
- Senior trust administration and client relationship role at KCB Bank Kenya
- Requires 5 years' experience in trust, private banking or wealth management
- CISI (Wealth Management) or CIFA certification required
- Must understand Kenyan regulatory frameworks including RBA, CMA, IRA and Trustees Act
- Based in Nairobi with full-time employment
AI job guide
Use this guide to check salary signals, requirements, documents, application steps and safety before you apply.
AI salary guide
Not enough public dataNot enough public salary data is available for this exact role. Before applying, prepare to ask about gross pay, benefits, contract length, probation period, transport and any allowances.
Can you qualify for this role?
- Required5+ years of relevant experienceThe job post includes a minimum experience signal.
- RequiredEducation or certification mentioned in the postThe captured text mentions education, a diploma, certificate, or licence.
- PreferredPractical evidence in retail, internship, financeThe tags and summary point to skills connected with this role.
- RequiredAvailability to work in NairobiThe vacancy is associated with this location.
- UnclearComfort with the Full Time contract termsConfirm hours, duration, probation and benefits at the original source.
Documents to prepare
- Likely requiredUpdated CV
- Role specificCover letter or short employer message
- OptionalProfessional references
- Role specificAcademic or professional certificates
- VerifyID or passport only after verifying the employer
Application tips for this job
- Place your strongest Trust Services Officer evidence in the first half of your CV.
- In your cover letter or employer message, connect your experience to KCB Bank Kenya and the role in Nairobi.
- Add concrete examples related to retail, internship, finance, ideally with measurable outcomes or clear responsibilities.
- Follow the instructions from JobWeb Kenya; avoid sending documents to unofficial contacts or copied links.
- Confirm the deadline, interview location and employer contact before sharing personal documents.
- Prepare a polite question about pay, benefits and contract terms for later interview stages.
Source and safety check
- JobWeb Kenya
- Original source link available
- Application method is clear
- Deadline not specified
- No major risk signal was detected in the captured text.
Never pay for interviews, shortlisting, medical checks, uniforms, or job placement. Confirm every application at the original source before sharing personal documents. Report suspicious listing.
Interview preparation
- What experience makes you a strong fit for this Trust Services Officer role in retail, internship?
- How have you handled responsibilities similar to those in this job post?
- Are you available to work in Nairobi under the listed contract or schedule?
- Prepare examples with clear responsibilities, tools used and measurable outcomes.
- Review the source and research KCB Bank Kenya before the interview.
Ask what the first priorities will be in the role and how success will be measured.
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Original source description
Main Duties & Responsibilities: Serve as the primary point of contact for trust clients, beneficiaries, and related stakeholders, providing expert advisory support on trust structures and fiduciary services. Build, maintain, and strengthen relationships with settlors, beneficiaries, and advisers to effectively meet client needs and fulfill trust purposes. 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. Maintain up-to-date client and beneficiary information to support prudent fiduciary decision-making. 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. Manage and mitigate risks associated with trust services and ensure audit readiness at all times. 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. Facilitate trust meetings, including preparing documentation and ensuring effective communication with all stakeholders. Attend client meetings and deliver presentations as required. Maintain high ethical standards, integrity, and professionalism in all dealings. Support team development, including mentoring, motivation, and self-development. Perform any other duties as may be assigned. Essential: University Degree in Law, Business Administration, Economics, Finance, Banking, or its equivalent from a recognized institution. CISI (Wealth Management) or CIFA certification Strong understanding of trust services, wealth management, private banking, fiduciary services and regulatory frameworks Work experience: & Skills: Five (5) years’ experience: in trust administration, private banking, or wealth management Five (5) years’ experience: in client relationship management and business development. Five (5) years’ experience: dealing with investment, pension and insurance products within the Kenyan market. Knowledge of trust law, succession planning, fiduciary responsibilities, and regulatory frameworks (RBA, CMA, IRA, Trustees Act). Strong persuasion, management, and communication skills High level of professionalism, integrity and fiduciary responsibility. Excellent stakeholder management skills Strong risk management skills and problem-solving skills