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Relationship Manager, Custodial Business

SBM Bank Kenya Nairobi , Kenya Type not specified Posted 2026-08-27
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CountyNairobiCityNairobiContractType not specifiedPosted2026-08-27Close dateNot specifiedExperience5 yearsSourceOpened Career Kenya
relationship managercustodial businesscustody servicesbusiness developmentinstitutional clientsnairobisbm bank kenyabanking5+ yearsfull timesalesinternship
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AI summary

SBM Bank Kenya is hiring a Relationship Manager for Custodial Business in Nairobi. The role focuses on business development for custodial services targeting institutional clients and high-net-worth individuals, driving profitability, client acquisition, and cross-selling across Corporate, SME, and Consumer Banking segments. The position also supports utilization of the SBM Authorized Securities Dealers Licence.

  • Business development role focused on custodial services and ASD products
  • Targets institutional clients, pension schemes, CIS, fund managers, and high-net-worth individuals
  • Requires Bachelor's Degree and 5+ years experience
  • Application deadline is October 26, 2026

AI job guide

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AI salary guide

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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 sales, internship, entregadorThe tags and summary point to skills connected with this role.
  • RequiredAvailability to work in NairobiThe vacancy is associated with this location.

Documents to prepare

  • Likely requiredUpdated CV
  • Role specificCover letter or short employer message
  • OptionalProfessional references
  • Role specificAcademic or professional certificates
  • VerifyLicence, permit or professional registration
  • VerifyID or passport only after verifying the employer

Application tips for this job

  • Place your strongest Relationship Manager, Custodial Business evidence in the first half of your CV.
  • In your cover letter or employer message, connect your experience to SBM Bank Kenya and the role in Nairobi.
  • Add concrete examples related to sales, internship, entregador, ideally with measurable outcomes or clear responsibilities.
  • Follow the instructions from Opened Career 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

  • Opened Career Kenya
  • Original source link available
  • Application method is clear
  • Deadline not specified
  • No major risk signal was detected in the captured text.

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Interview preparation

  • What experience makes you a strong fit for this Relationship Manager, Custodial Business role in sales, 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 SBM Bank Kenya before the interview.

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Original source description

  • August 27, 2026
  • Nairobi
  • ,
  • Kenya
  • Expiration date
  • October 26, 2026
  • 5+ Years
  • Gender
  • Both
  • Qualification
  • Bachelor Degree
  • Job Description

Job Purpose

Responsible for business development functions within Custodial Services.

The overall purpose of the role is to offer custodial services to institutional clients and high-net-worth individuals, as well as drive custodial offerings across the Bank’s business segments, including Corporate, SME and Consumer Banking. The role is responsible for driving profitability and growth, building strong customer relationships, enhancing service excellence and customer loyalty, and maximizing the utilization of the Bank’s custodial products.

The role will also drive business development initiatives to fully utilize the SBM Authorized Securities Dealers (ASD) Licence.

Key

Responsibilities

  • Business Development — 50%
  • Develop and maintain a sustainable business pipeline covering institutional clients, pension schemes, Collective Investment Schemes (CIS), fund managers, corporates, SACCOs, investment banks and high-net-worth individuals.
  • Drive penetration of Custodial Services and ASD products across the Bank’s Corporate, Commercial, SME and Consumer Banking segments.
  • Identify and pursue RFPs, tenders and other business opportunities, ensuring timely and competitive submissions.
  • Drive client acquisition, retention, wallet share and cross-selling of Custodial Services, ASD and other relevant Bank products.
  • Build and maintain strong relationships with clients and key industry stakeholders to identify and convert business opportunities.
  • Participate in the development and execution of new securities products and provide value-added solutions to clients.
  • Provide clients with timely market intelligence and information on investment opportunities and securities products.
  • Ensure client queries and

Requirements

  • are logged and responded to within 24 hours, with timely escalation and communication of issues affecting client assets or service delivery.
  • Monitor service delivery and continuously improve interdepartmental and client SLAs.
  • Grow the Bank’s non-funded income through increased utilization of custody and ASD products.
  • Monitor product performance, market trends and client uptake, and recommend initiatives to drive revenue and market penetration.
  • Prepare business pipeline, performance and management reports for Custodial Services.
  • Operational Management — 30%
  • Account Opening
  • Facilitate the smooth and timely opening of custody accounts in liaison with relevant internal departments, ensuring that there is no outstanding documentation.
  • Coordinate the onboarding and transfer of client assets from other custodians, stockbrokers and other service providers.
  • Ensure new clients are effectively transitioned into custody in accordance with approved procedures and agreed timelines.
  • Monitor and maintain agreed client service standards throughout the client lifecycle.
  • Reporting
  • Review client and regulatory reporting packs for assigned accounts on a monthly and quarterly basis for pension schemes and Collective Investment Schemes.
  • Participate in quarterly review meetings, AGMs and other engagements with trustees, fund managers, administrators and clients.
  • Review audited financial statements together with Custody Operations, Trustees, Fund Managers and Administrators of CIS and pension schemes.
  • Prepare business pipeline, performance and management reports for Custodial Services.
  • Review client and regulatory reporting packs for assigned pension schemes and Collective Investment Schemes on a monthly and quarterly basis.
  • Review audited financial statements and relevant reports in conjunction with Custody Operations, Trustees, Fund Managers and Administrators, and follow up on identified issues.
  • Ensure client reporting issues and discrepancies are promptly identified, escalated and resolved.
  • Corporate Actions
  • Ensure timely follow-up with clients who have not provided instructions for voluntary corporate actions.
  • Coordinate with Custody Operations and other relevant departments to ensure timely processing of corporate actions and securities transactions.
  • Liaise effectively with internal teams and external service providers to ensure adherence to applicable guidelines relating to securities accounts, dematerialization, physical securities and transaction processing.
  • Risk and Compliance — 10%
  • Support the Head of Custodial Services in developing the team and ensuring that efficient operations are managed in strict compliance with applicable local laws, jurisdictions, Bank risk standards and the Custodial Services Policy Guide.
  • Support the Head of Custodial Services in managing and directing Operational Risk Management and Controls for the custody service to ensure that the unit achieves a minimum audit rating of 95% or better.
  • Ensure that appropriate remedial action is taken in response to audit findings.
  • Ensure that regulatory
  • and deadlines are adhered to, with real-time escalation of any potential operational incidents, operational losses or complaints to the Head of Custodial Services.
  • People Management — 10%
  • Establish and maintain effective working relationships with co-workers, supervisors and external stakeholders.
  • Maintain regular, consistent and professional attendance, punctuality and personal appearance, and adhere to relevant health and safety procedures.
  • Pursue personal development of skills and knowledge necessary for the effective performance of the role.
  • Knowledge, Skills and

Experience

  • Required
  • Bachelor’s degree in any Business-related field from an accredited university.
  • At least 5 years’
  • in custodial services, investment banking and relationship management.
  • Chartered Institute for Securities & Investment (CISI) qualification.
  • Excellent selling and negotiation skills.
  • Excellent communication, both written and verbal.
  • Excellent interpersonal and stakeholder management skills.
  • Core Competencies
  • Commercial and Entrepreneurial Mindset
  • Business Development and Sales
  • Relationship Management
  • People Management
  • Strategic Thinking
  • Negotiation and Influencing
  • Communication and Presentation
  • Customer Centricity
  • Risk Awareness and Compliance
  • Planning and Organization
  • Problem Solving and Decision Making
  • Performance and Results Orientation
  • Teamwork and Collaboration
  • Ability to Work Under Pressure
  • Direct Reports
  • Senior Relationship Officers
  • Custody Operations Officers
  • Key Stakeholders
  • Internal
  • Head, Custody Services
  • Custody Operations
  • Dealers and Treasury Back Office
  • Corporate, Commercial and Institutional Banking Team
  • Consumer Banking
  • Risk and Compliance
  • Legal
  • Finance
  • Human Resources
  • External
  • Clients
  • Regulators and other service providers:
  • Retirement

Benefits

  • Authority (RBA)
  • Capital Markets Authority (CMA)
  • Central Bank of Kenya (CBK)
  • Central Depository & Settlement Corporation (CDSC)
  • Nairobi Securities Exchange (NSE)
  • Association of Retirement
  • Schemes
  • Offshore Investment Managers
  • Custodians Association (Kenya)
  • Fund Managers
  • Pension Fund Administrators
  • Stockbrokers
  • Investment Bankers
  • Global Sub-Custodians
  • External Auditors
Source and provenanceSource: Opened Career Kenya. Last checked: 2026-09-27.Kazi Connect is a job discovery service, not the employer. Always confirm the vacancy at the original source.Summaries may be AI-assisted. Report inaccurate content.
Never pay to apply. Always confirm the original source and watch for payment requests, sensitive document requests, or unrealistic promises.