KEY RESPONSIBILITIES:
- Serve as the primary, knowledgeable point of contact for new and existing Trustee clients, ensuring high-quality service delivery.
- Ensure schemes under management comply with CIS Regulations, URBBA Regulations, regulatory guidelines, practice notes, and KCB policies and procedures.
- Ensure all scheme incorporation documents are updated, properly recorded in relevant registers, and stored in safe custody.
- Manage billing and collection of Trustee Services fees and maintain the fees register.
- Oversee client onboarding, conduct annual KYC/AML reviews, and manage service level agreements.
- Schedule and attend quarterly Board of Trustee meetings and Annual general meetings for schemes and maintain accurate minutes as well as carry out annual evaluation of service providers.
- Resolve non-compliance matters identified during trustee compliance review meetings.
- Oversee administration of client accounts, including management of trust assets, distributions, and records.
- Coordinate the preparation and submission of quarterly returns, annual audited accounts, and the Scheme’s annual general meeting (AGM) requirements.
- Grow profitability by strengthening existing relationships and identifying new revenue opportunities.
- Follow up on all reconciliations with all stakeholders.
- Perform any other duties as may be assigned.
MINIMUM POSITION QUALIFICATION REQUIREMENTS
a) Academic & Professional
| Particulars | Detail | Specific Field or Qualification | Need Type |
| Education | Bachelor’s degree | Related Field | Required |
| Professional Qualifications | Related Field | Required | |
| Master’s Degree | Related Field | Required |
b) Experience
A minimum of 3 years’ experience in Relationship Management, Customer Engagement, Business development and portfolio growth, Banking operations Governance controls and Risk management.
