Relationship Manager Trustee Services
AI job insight
KCB Group is hiring a full-time Relationship Manager for Trustee Services in Rest of Kenya. The role manages trust client relationships, portfolio performance, compliance, KYC/AML reviews, reporting, and business development, requiring relevant university qualifications and trust or wealth-management certification.
- Manage the full trust client lifecycle, from onboarding through portfolio reviews.
- Provide advisory support on trust structures and fiduciary services.
- Drive portfolio revenue, billing, collections, and business growth.
Similar jobs
More roles you may want to review before you leave.AI summary
KCB Group is hiring a full-time Relationship Manager for Trustee Services in Rest of Kenya. The role manages trust client relationships, portfolio performance, compliance, KYC/AML reviews, reporting, and business development, requiring relevant university qualifications and trust or wealth-management certification.
- Manage the full trust client lifecycle, from onboarding through portfolio reviews.
- Provide advisory support on trust structures and fiduciary services.
- Drive portfolio revenue, billing, collections, and business growth.
- Conduct compliance, KYC, AML reviews, and support audit readiness.
- Work 8 to 5, full time, with applicants based in Kenya.
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?
- UnclearRelated work experienceThe text mentions experience, but the exact level should be confirmed at source.
- 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 Rest of KenyaThe 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 Relationship Manager Trustee Services evidence in the first half of your CV.
- In your cover letter or employer message, connect your experience to KCB Group and the role in Rest of Kenya.
- Add concrete examples related to retail, internship, finance, ideally with measurable outcomes or clear responsibilities.
- Follow the instructions from BrighterMonday 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
- BrighterMonday 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 Relationship Manager Trustee Services role in retail, internship?
- How have you handled responsibilities similar to those in this job post?
- Are you available to work in Rest of Kenya under the listed contract or schedule?
- Prepare examples with clear responsibilities, tools used and measurable outcomes.
- Review the source and research KCB Group before the interview.
Ask what the first priorities will be in the role and how success will be measured.
Similar jobs to consider
Use AI to apply better
After confirming the original source, use Career Assistant to check role fit, tailor your CV and prepare a cover letter or employer message.
Original source description
K
Relationship Manager Trustee Services
KCB Group
Accounting, Auditing & Finance
Today
New
Rest of Kenya
Full Time
Confidential
Share link
Share on WhatsApp
Share on LinkedIn
Share on Facebook
Share on Twitter
Share via SMS
Language Requirement:
English
Work Type:
Full Time
Working Hours:
8 to 5
Applicant Location:
Kenya
Job descriptions & requirements
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.
Essential Qualifications
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
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.
Essential Qualifications
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
Log In and Apply
Important safety tips
Do not make any payment without confirming with the BrighterMonday Customer Support Team.
If you think this advert is not genuine, please report it via the Report Job link below.
Report Job