The Ideal Candidate: Academic, Professional & Experience:**

A. Academic & Professional Qualifications:****

• University Degree from a recognized institution. 

• Trustee Development Program Certification (TDPK)

B. Experience Requirements**:

• A minimum of eight (8) years’ work experience.

• 5 years’ experience in management of Retirement Benefits schemes.

• 5 years in compliance management

• 5 years’ experience in Business development (Tender preparation/business proposals).

• 3 years’ experience in Relationship management.

•  Solid knowledge of regulatory frameworks (RBA, CMA, IRA)

• Strong understanding of investment, pension and insurance products within the Kenyan market 

• Entrepreneurial and Commercial thinking

• Integrity & courage to challenge actions within various business units and the status quo.

• Strong persuasion, management, and communication skills

• High level of professionalism, strong presentation skills and client facing confidence

• Excellent stakeholder management skills 

• Strong Risk Management skills and problem-solving skills

• Creative approach, with the ability to anticipate challenges and develop innovative solutions.

• Grow the market share in corporate trustee Services – Ensure that KCB is visible in the offering of corporate trustee services in the industry. 

• Drive the financial and business growth targets for corporate trustee Services- Ensure that the assigned financial targets and growth is achieved. 

• Undertake compliance reviews for all schemes under management in line with the RBA Act and regulations, and any other applicable regulations. 

• Ensure all compliance matters identified from the compliance reviews are fully resolved.

• Manage and ensure all risks associated with corporate trustee services are mitigated 

• Implement the corporate trustee services strategy in line with the KCB strategy and policies 

• Provide a service focused, knowledgeable and experienced point of contact for new and existing clients. 

• Motivate direct reports for self-development. Ensure retention, motivation, and self-development for the staff in the department.

• Attend client meetings and Annual General Meetings and make presentations as appropriate. 

• Convene quarterly trustee review meetings and undertake compliance reviews. Ensure annual general meetings are convened as required. 

• Work closely with the client investment committees and fund secretaries so as to bolster good working relationship. 

• Prepare and make relevant returns to the KCB Group Management Fiduciary Committee 

• Ensure that all the relevant returns are made to the regulators as stipulated by the RBA Act and Regulations.

• Responsibility for resolution of audit matters for corporate trustee services business 

• Undertake regular KYC / AML reviews for all clients under management 

• Ensure billing and collection of revenue for trustee services rendered 

• Perform any other duties which may be assigned 

• Maintain high level integrity and ethical standards – Uphold highest levels of integrity and ethical standards.