# Relationship Manager Trustee Services at KCB Bank

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Company: KCB Bank

Category: Banking & Financial Services

Location: Kenya

Work type: Full-time

Work arrangement: On-site

Published: 2026-08-28

Expires: 2026-10-15

## Job Description

Relationship Manager – Trustee Services at KCB Bank Manages unit trust and pension trustee relationships, ensures trust deed compliance, and protects investor interests. Requires Business/Law/Finance Degree, trust administration expertise, and 5+ years’ capital markets experience. Full-time.

### 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.

- Perform any other duties as may be assigned. 

Experience and Education

- 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

### How to Apply

Click here to apply

## Apply

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