Job Description
Role Overview
KCBgroup is hiring a Relationship Manager-Trustee Services in Nairobi. This full_time role offers an opportunity to contribute within the Banking / Finance / Accounting / Audit sector. Key responsibilities include develop and manage strategic relationships with corporate trustee service clients across diverse sectors and investment structures. Suitable candidates should demonstrate degree. Relevant experience requirements include Minimum of six (6) years of progressive professional exposure in financial services, investments, or related fields. At least four (4) years working within the capital markets environment, supporting investment, trustee, or fund-related activities. Hands-on involvement in the oversight and administration of collective investment schemes. Demonstrated capability in managing corporate trustee mandates and fiduciary obligations. Proven track record in building, managing, and growing client relationships within a regulated financial services setting. Strong background in identifying business opportunities and driving portfolio growth initiatives. Practical knowledge of risk assessment, governance oversight, and regulatory compliance practices. Sound understanding of the regulatory requirements governing trustee services, including frameworks issued by the Capital Markets Authority (CMA) and the Retirement Benefits Authority (RBA)..
This opportunity may suit professionals seeking experience in Banking / Finance / Accounting / Audit. Applicants who meet the listed qualifications and demonstrate strong communication, teamwork, and problem-solving abilities may be well positioned for consideration.
Key Responsibilities
- Develop and manage strategic relationships with corporate trustee service clients across diverse sectors and investment structures.
- Grow the Bank’s trustee services portfolio by identifying new business opportunities and converting prospects into long-term clients.
- Execute business development initiatives aimed at increasing revenue, profitability, and market penetration.
- Achieve assigned financial, operational, and business growth targets within agreed timelines.
- Serve as the primary contact person for trustee service clients and provide timely professional support.
- Build strong partnerships with investment managers, issuers, scheme administrators, legal professionals, and regulators.
- Conduct comprehensive compliance reviews for all schemes and trust structures under management.
- Monitor compliance with Capital Markets Authority regulations and other applicable regulatory requirements.
- Identify compliance gaps and coordinate corrective actions to ensure full resolution of outstanding issues.
- Maintain accurate records of compliance assessments, findings, recommendations, and resolutions.
- Evaluate operational, financial, legal, and reputational risks associated with trustee mandates.
- Develop and implement risk mitigation strategies to protect client and institutional interests.
- Monitor scheme performance and governance practices to ensure adherence to trustee obligations.
- Coordinate quarterly trustee meetings and facilitate effective stakeholder participation.
- Prepare meeting agendas, reports, resolutions, and governance documentation.
- Organize annual general meetings and ensure compliance with statutory requirements.
- Present trustee reports, compliance findings, and governance updates during client engagements.
- Provide technical guidance on trustee services, investment structures, and regulatory expectations.
- Support the implementation of the Bank’s corporate trustee services strategy.
- Contribute to policy development and continuous improvement of trustee service processes.
- Maintain strong working relationships with regulatory bodies and industry stakeholders.
- Ensure timely escalation of significant compliance, governance, or risk-related matters.
- Monitor regulatory developments affecting trustee services and recommend necessary actions.
- Promote service excellence through responsive client engagement and proactive problem resolution.
- Collaborate with internal departments to enhance service delivery and operational efficiency.
- Prepare business performance reports and management updates as required.
- Participate in market research and competitor analysis to identify growth opportunities.
- Support audits, inspections, and regulatory reviews affecting trustee operations.
- Uphold high standards of integrity, professionalism, and fiduciary responsibility.
- Drive client retention initiatives and strengthen long-term customer loyalty.
Qualifications & Requirements
- Degree
Skills & Competencies
- Capital Markets Program Certification (CISI) is mandatory.
- Additional professional qualifications in finance, investments, law, risk management, or compliance will be an added advantage.
- Strong knowledge of trustee services and capital markets operations.
- Excellent relationship management skills.
- Strong business development capability.
- Advanced stakeholder engagement skills.
- Excellent communication and presentation abilities.
- Strong analytical and problem-solving skills.
- Regulatory compliance expertise.
- Risk management proficiency.
- Governance and fiduciary oversight knowledge.
- Negotiation and influencing skills.
- Strategic thinking and planning ability.
- Client-focused service orientation.
- Report writing and documentation skills.
- Attention to detail and accuracy.
- Professional integrity and ethical conduct.
- Ability to work under pressure and meet deadlines.
How to Apply
Interested and qualified candidates are invited to submit their applications through the official KCB Bank recruitment portal. Applicants should provide a detailed and updated curriculum vitae highlighting their academic qualifications, professional certifications, work experience, and relevant achievements. Only candidates who meet the specified requirements will be considered for the selection process. Shortlisted candidates will be contacted for further assessment and interviews. KCB Bank is an equal opportunity employer and encourages applications from qualified candidates, including persons living with disabilities.
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Frequently Asked Questions
Where is this job located?
This position is based in Nairobi.
What type of employment is offered?
full_time.
Who is hiring?
KCBgroup is currently accepting applications.
When is the application deadline?
Jun 19, 2026.
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