Job Description
KCB Bank Kenya Limited is seeking to recruit an accomplished and commercially driven Senior Relationship Manager – Corporate Trustee to strengthen its Corporate Trustee business. This position presents an exciting opportunity for a highly experienced professional to oversee a diverse portfolio of corporate, institutional, and family trust arrangements while providing strategic fiduciary advisory services that align with client objectives and regulatory expectations. The successful candidate will play a central role in developing trusted partnerships, ensuring exceptional portfolio administration, identifying new business opportunities, and maintaining the highest standards of governance across all trust engagements.
The role requires an individual capable of balancing technical trust administration expertise with outstanding client relationship management. Working closely with corporate organizations, private clients, legal advisers, regulators, investment managers, and internal business units, the successful applicant will ensure every trust structure operates efficiently throughout its lifecycle. The position demands sound commercial judgment, meticulous attention to detail, and the ability to interpret evolving legislation affecting fiduciary services within Kenya.
As a senior member of the Corporate Trustee team, you will contribute to portfolio growth by identifying opportunities for cross-functional collaboration, delivering tailored fiduciary solutions, and maintaining long-term client confidence. You will oversee compliance with statutory obligations, internal governance frameworks, anti-money laundering requirements, and risk management standards while safeguarding the interests of beneficiaries and trust stakeholders.
The successful individual will also provide leadership within the department by supporting knowledge sharing, mentoring colleagues, and promoting operational excellence. Success in this position will be measured through superior client satisfaction, sustainable portfolio growth, regulatory compliance, prudent risk management, and consistent delivery of high-quality trustee services. This is an excellent opportunity for an experienced trust professional seeking to advance their career within one of Kenya's leading financial institutions while making a meaningful contribution to clients' long-term wealth preservation and fiduciary objectives.
Key Responsibilities
- Build, strengthen, and maintain long-term professional relationships with corporate, institutional, and private trust clients through exceptional service delivery.
- Act as the principal relationship manager for assigned trust portfolios, ensuring timely communication with clients, beneficiaries, trustees, and professional advisers.
- Administer corporate and family trust structures throughout their operational lifecycle while ensuring strict adherence to governing trust documentation.
- Provide expert guidance on fiduciary services, trust governance, estate planning principles, and wealth preservation solutions.
- Conduct comprehensive onboarding activities, including client due diligence, regulatory verification, documentation review, and account establishment.
- Monitor trust portfolios continuously to ensure accurate administration, record maintenance, reporting, and execution of trustee obligations.
- Coordinate trust distributions, beneficiary communications, trustee resolutions, and related fiduciary activities within agreed service standards.
- Review trust performance regularly and recommend appropriate actions that enhance operational efficiency and client value.
- Ensure compliance with all applicable legal, regulatory, and internal governance requirements affecting trust administration.
- Perform periodic Know Your Customer (KYC), Anti-Money Laundering (AML), and customer risk assessments while maintaining complete regulatory documentation.
- Identify operational, fiduciary, financial, legal, and reputational risks affecting trust portfolios and implement suitable mitigation measures.
- Collaborate with compliance, legal, investment, corporate banking, retail banking, finance, and risk management teams to deliver integrated client solutions.
- Drive portfolio profitability through business retention, expansion of existing relationships, identification of cross-selling opportunities, and acquisition of new trustee mandates.
- Develop customized proposals, presentations, and business development materials for prospective corporate trustee clients.
- Prepare comprehensive portfolio reviews, management reports, financial summaries, client updates, and trustee documentation with exceptional accuracy.
- Organize trustee meetings, client consultations, governance sessions, and stakeholder engagements while ensuring complete documentation of proceedings.
- Support internal audits, regulatory inspections, compliance reviews, and implementation of corrective action plans where necessary.
- Maintain confidentiality of sensitive client information while exercising sound professional judgment in all fiduciary decisions.
- Mentor junior colleagues by sharing technical expertise, encouraging continuous learning, and promoting best practices within the Corporate Trustee team.
- Stay informed on legislative developments, financial market trends, fiduciary practices, and emerging industry standards relevant to trust administration.
- Represent the organization professionally during client engagements, industry forums, and strategic business meetings whenever required.
- Deliver exceptional customer experiences by responding promptly to client enquiries and resolving issues efficiently.
- Contribute to continuous process improvement initiatives that strengthen operational controls and enhance service excellence.
- Perform additional responsibilities assigned by management in support of departmental and organizational objectives.
Qualifications & Requirements
- Bachelor's degree in law, Finance, Business Administration, Economics, Banking, Commerce, Accounting, or another relevant discipline from a recognized university.
- Certified Trust and Estate Practitioner (TEP) qualification is mandatory.
- Professional qualification in CISI Wealth Management or an equivalent internationally recognized fiduciary certification is required.
- Membership in relevant professional bodies will be an added advantage.
- Demonstrated knowledge of trust administration, fiduciary governance, estate planning, and wealth management principles.
- Strong understanding of Kenyan financial services legislation and regulatory requirements.
How to Apply
Interested candidates who meet the stated requirements are invited to submit their applications through the KCB Bank Recruitment Portal before 6th July 2026. Applications should include a detailed and up-to-date Curriculum Vitae highlighting relevant qualifications, professional certifications, career achievements, and experience related to trust administration, fiduciary services, wealth management, or relationship management. Applicants are encouraged to provide complete and accurate information during the application process. Only candidates whose qualifications closely match the requirements of the position will be shortlisted for the next stage of the recruitment process. KCB Bank is an equal opportunity employer and welcomes applications from qualified persons living with disabilities. All applications will be handled with strict confidentiality and in accordance with the Bank's recruitment procedures.